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Castle Investment Management Castle Investment Management
  • About Castle
  • Our Fund
    • Overview
    • Investment Team
    • Investment Process
    • Performance
    • Portfolio
    • Commentary
    • Literature
  • Contact Us

Market Commentary: June 8, 2021

Financial Markets Review The broader U.S. equity and fixed income markets have managed to tread water since mid-April. Over the past six weeks ended May 31, 2021, the S&P 500... read more →
  • June 9, 2021
  • Uncategorized

Market Commentary: May 11, 2021

Financial Markets Review The unwavering grind higher continued through April. U.S. equities posted their third consecutive month of gains and have now closed higher in five of the last six... read more →
  • May 11, 2021
  • Uncategorized

Q1 2021 Commentary: I’ll Stop the World and Melt (up) with You

Market Commentary April 28, 2021 The stock market continues its impressive run. Beginning in March 2009, with what we will call a bear correction (a new term we are coining),... read more →
  • April 28, 2021
  • Uncategorized

Market Commentary: March 15, 2021

Financial Markets Review March 15, 2021 It has now been one year since life as we knew it came to a screeching halt. As a society, we were forced to... read more →
  • March 15, 2021
  • Uncategorized

Market Commentary: February 3, 2021

Market Commentary February 3, 2021 Nothing so undermines your financial judgement as the sight of your neighbor getting rich. J.P. Morgan  Did you know that the Federal Reserve met this... read more →
  • February 3, 2021
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Q4 2020 Commentary: A Year of Many Records; Some Noteworthy, Some Dubious

January 25, 2021 A Year of Many Records;  Some Noteworthy, Some Dubious The year of endless Zoom meetings has mercifully come to an end, but not before making stock investors... read more →
  • January 22, 2021
  • Uncategorized

2020 Year in Review: January 5, 2021

January 5, 2021 Happy New Year! We hope that you are doing well. As we turn the page on 2020, we wanted to reach out early in the new year... read more →
  • January 5, 2021
  • Uncategorized

Market Commentary: December 3, 2020

Market Commentary December 3, 2020 For years now, financial market participants and observers have opined on the unintended consequences of the unprecedented monetary policies undertaken by global Central Banks. Depending... read more →
  • December 3, 2020
  • Uncategorized

Q3 2020 Commentary: Price/Stimulus is in the Driver’s Seat Now

Market Commentary Forget the Old Valuation Metrics. Price/Stimulus is in the Driver’s Seat Now October 26, 2020 If you thought that stock prices were driven by economic growth, think again!... read more →
  • October 23, 2020
  • Uncategorized

Market Commentary: September 8, 2020

Financial Markets Review September 8, 2020 Anyone interested in financial markets and more specifically, equity markets, would have found the week of August 17th to be fascinating. For starters, the... read more →
  • September 9, 2020
  • Uncategorized
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