Insights
Our Resources
Ocean Path clients enjoy access to a wealth of our continuously updated insights and educational resources. While we operate a fully independent boutique firm, we are partnered with Mariner, a trusted, go-to voice in the wealth management industry. From articles to podcasts and videos, please see our latest insights below.
An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy
“Some things are believed because they are demonstrably true. But many other things are believed simply because they...
From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?
"Sell in May and Go Away.” — An old investment adage with roots dating back to 18th century England. Also known as the...
Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!
“We’re runnin’ outta timeSo, tonight we’re gonna party like it’s 1999.” – Lyrics from Prince’s song and album of the...
Can the 2023 “Goldilocks” Economy Continue in 2024?
The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview...
Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.
Our theme for the equity market as we approached 2023 was: 2023 is likely to be the inverse of 2022. We’re deeply...
More to Celebrate Than Fear as We Head Into 2024
“By rationally looking at long-term trends instead of viscerally reacting to the horror story of the day, you’ll see...
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