Our Commentary
At Montecito Investment Portfolios we provide regular market commentary. Below, you can find some of our most recent market thoughts.
MARKET COMMENTARY
- 3Q 2023 Market Commentary
- 2Q 2023 Market Commentary
- 1Q 2023 Market Commentary
- 2023 Annual Letter
- 3Q 2022 Market Commentary
- 2Q 2022 Market Commentary
- 1Q 2022 Market Commentary
- 2022 Annual Letter
- 3Q 2021 Market Commentary
- 2Q 2021 Market Commentary
- 1Q 2021 Market Commentary
- 2021 Annual Letter
- 3Q 2020 Market Commentary
- 2Q 2020 Market Commentary
- 1Q 2020 Market Commentary
- 2020 Annual Letter
- 3Q 2019 Market Commentary
- Mid-Quarter Update - August 2019
- 2Q 2019 Market Commentary
- 1Q 2019 Market Commentary
- 2019 Annual Letter audio commentary
- 2019 Annual Letter
- 3Q 2018 Market Commentary
- 1Q 2018 Market Commentary
- 2018 Annual Letter
- 3Q 2017 Market Commentary
- 1Q 2017 Market Commentary
- 2017 Annual Letter
- 3Q 2016 Market Commentary
- 2Q 2016 Market Commentary
- 1Q 2016 Market Commentary
PRESENTATIONS
- 2018 MIP Mid-Year Update
- 2018 MIP State of the Markets
- 2017 MIP Mid-Year Update
- 2017 MIP State of the Markets
EDUCATIONAL MATERIALS & WHITEPAPERS