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Grimes Investment Quarterly – Q3 2025

6/30/25 Outlook Theme #1: Making Sense of Dollar Changes and International Stock Returns

6/30/25 Outlook Theme #2: The Bear Market Goes Quickly Back Into Hibernation

6/30/25 Focal Point: Will the Uncertainty of Trade Policy Be Obscured by a Fed Shadow?

Grimes Investment Quarterly – Q2 2025

3/31/25 Outlook Theme #1: Stop and Go Tariffs

3/31/25 Outlook Theme #2: Bond Market Vigilantes Send a Message

3/31/25 Focal Point: What Do Stocks Discount?

Grimes IQ – Q1 2025

2025 Outlook Theme #1: The Widespread Impact of the Narrow Market

2025 Outlook Theme #2: Unusually, Interest Rates Look Normal

12/31/24 Focal Point: Political Volatility Can be Managed with Diversification

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