Knightsbridge Wealth Management

Knightsbridge Wealth Management is thrilled to announce two additions to our growing team. Geoffrey Hauck, CFA applies his long-tenured experience in financial analysis and investment management to providing high-quality wealth management services to clients. Prior to joining Knightsbridge, he served as a Portfolio Manager and Senior Equity Analyst for Hudson Edge Investment Partners, an RIA in the New York City area. Geoffrey is a CFA charterholder and graduated from Colgate University with degrees in Economics and Philosophy. Patty Conover manages the human resources, compliance and marketing initiatives for Knightsbridge. Prior to joining the team she served as VP, Community Relations Manager – Orange County at Bank of America where she led the implementation of local internal and external brand engagement. She previously held various leadership positions with Orange County Business Council. She is an active member of the community serving on several nonprofit boards and association engagement including OC Forum, OCPRSA - Orange County Chapter of PRSA and the Orange County United Way United to End Homelessness Advisory Council. Please join us in welcoming Geoff and Patty!

For your reading enjoyment, please find attached the latest installment of the Knightsbridge seasonal market commentary. In this rather unique letter we discuss only one topic: ▪️ Why we are selling stocks to reinvest in more stable options, particularly our favorite private lending funds. For those who just like reading the summary, here it is: ▪️ We think now is a good time to move money out of stocks and into other more stable assets. ▪️ We are not calling for a market crash. ▪️ We're doing it because: ◽ High stock market valuations indicate lower long-term returns (if the future is like the past). ◽ We are worried about inflation / rising interest rates. ▪️ If we're wrong and the future is not like the past, and the stock market rockets upward without us, we'll still be relatively happy if we are achieving healthy (high single digit) stable returns. If you would like to sign up for paper or electronic copies of our letter you can do so on our website here: www.knightsb.com

For your reading enjoyment, please find attached the latest installment of the Knightsbridge seasonal market commentary. In this letter we discuss: -How inflation has subsided and what that means -How this might be possible even in the face of large government deficits -Why the deficit is unlikely to be solved... and how that puts the market at risk... and makes it more expensive than you think -The property bust and opportunity in China If you would like to sign up for paper or electronic copies of our letter you can do so on our website here: www.knightsb.com

For your reading enjoyment, please find attached the latest installment of your Knightsbridge quarterly market commentary. In this letter we discuss: -The wild advance of big tech stocks in an apparent AI boom…. or bubble -How this makes the index so concentrated in a few names that it is no longer representative of the “average” stock -How that can be a concerning sign of a potential unwind -Our high-level thoughts on the AI ecosystem -That housing looks expensive as well -Why we continue to avoid allocations to private equity -How this is all occurring against the backdrop of a weakening economy If you would like to sign up for paper or electronic copies of our letter you can do so on our refreshed website here: www.knightsb.com

For your reading enjoyment, please find attached the latest installment of your Knightsbridge quarterly market commentary. In this (uncharacteristically short) edition we discuss: -How the ever-delayed recession has resulted in a broadly strong stock market -How inflation has stopped falling and that might ruin the party -Why bonds are looking better than ever... relative to stocks at least -How we eke out a little extra return with municipal bonds, at lower risk If anyone you know would like to sign up for paper or electronic copies of our letter they can do so on our refreshed website here: https://lnkd.in/gnkR_cA4