--- title: Fulcrum | Insights --- [![Fulcrum-Logo-White-1](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo-White-1.png?width=250&height=63&name=Fulcrum-Logo-White-1.png "Fulcrum-Logo-White-1")](http://fulcrumeq-8809078.hs-sites.com/v2) - [Insights](https://blog.fulcrumeq.com/insights) [![Client Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/e61666c3-099f-4e48-854a-4c0ce5443fa0.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/e61666c3-099f-4e48-854a-4c0ce5443fa0) [![Advisor Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5) [![Fulcrum-Logo](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo.png?width=200&height=143&name=Fulcrum-Logo.png "Fulcrum-Logo")](http://fulcrumeq-8809078.hs-sites.com/v2) - [Insights](https://blog.fulcrumeq.com/insights) [![Client Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/c7b6705d-896d-4927-8005-eb1fdcff5316.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/c7b6705d-896d-4927-8005-eb1fdcff5316) [![Advisor Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5) **Menu** [![Client Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/c4655de3-d9ca-4758-9b28-bcaf2e724b3b.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/c4655de3-d9ca-4758-9b28-bcaf2e724b3b) [![Advisor Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/e6d436f0-f2aa-4df7-be59-d8cae469522f.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/e6d436f0-f2aa-4df7-be59-d8cae469522f) - [Insights](https://blog.fulcrumeq.com/insights) ![Background 2 NEW](https://blog.fulcrumeq.com/hubfs/Background%202%20NEW.jpg "Background 2 NEW") # Insights & Manager Commentary ## [Kensington Monthly Market Commentary: November 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-12-22) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on December 22, 2023 [![Kensington Monthly Market Commentary: November 2023](https://blog.fulcrumeq.com/hubfs/Screenshot%202023-12-22%20113028.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-12-22) Kensington Monthly Market Commentary: November 2023 Geopolitics: To the surprise of many, the geopolitical ramifications from the conflagration in Gaza (and, by extension, the Ukraine) have not extended to the … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-12-22) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Monthly Market Commentary: October 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-27) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on November 27, 2023 [![Kensington Monthly Market Commentary: October 2023](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-27) Kensington Monthly Market Commentary: October 2023 Geopolitics: With ongoing wars in both the Middle East and Ukraine, the long-term risk to markets lies in the potential expansion of these military … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-27) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Churchill Management Group - Market Update Webinar](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-11-17) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on November 17, 2023 [![Churchill Management Group - Market Update Webinar](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-11-17) In the latest Churchill market update, they discuss the recent market bounce. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com \*\* This report is meant to inform the reader … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-11-17) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) ## [Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-11-09) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on November 10, 2023 [![Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/hubfs/Background%203%20NEW-1.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-11-09) Stocks have rallied to start November after posting their third consecutive down month in October. Right around the heavily watched 200-day moving average, stocks snapped back last week, rallying nearly … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-11-09) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) ## [Kensington Market Insights - November 9](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-09) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on November 10, 2023 [![Kensington Market Insights - November 9](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-09) Kensington Market Insights - September 21 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-09) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Monthly Market Commentary: September 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-10-25) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on October 25, 2023 [![Kensington Monthly Market Commentary: September 2023](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-10-25) Kensington Monthly Market Commentary: September 2023 Geopolitics: Geopolitical risk has moved to the forefront with the surprise attack by Hamas on the state of Israel. The incursion now forces the … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-10-25) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Churchill Management Group - Market Update Webinar](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-10-20) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on October 20, 2023 [![Churchill Management Group - Market Update Webinar](https://blog.fulcrumeq.com/hubfs/Background%204%20NEW.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-10-20) In the latest Churchill market update, they discuss the recent market volatility and inflation. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com \*\* This report is meant to inform … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-10-20) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) ## [Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-10-12) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on October 12, 2023 [![Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/hubfs/Background%202%20NEW.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-10-12) Fed Chairman Powell made it clear in his press conference that rates will likely have to remain higher for longer to battle stubborn inflation. The tough rhetoric along with September … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-10-12) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) ## [Kensington Market Insights - September 21](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-21) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 21, 2023 [![Kensington Market Insights - September 21](https://blog.fulcrumeq.com/hubfs/Screenshot%202023-09-21%20140725.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-21) Kensington Market Insights - September 21 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-21) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Churchill Management Group - Market Update Webinar](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-09-20) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 20, 2023 [![Churchill Management Group - Market Update Webinar](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-09-20) In the latest Churchill market update, they discuss an optimistic economic outlook and the recent market action. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com \*\* This report is … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-group-market-update-webinar-2023-09-20) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) Prev [All Posts](https://blog.fulcrumeq.com/insights/all) [Next](https://blog.fulcrumeq.com/insights/page/2) - [Recent](https://blog.fulcrumeq.com/insights#recent) - [Topics](https://blog.fulcrumeq.com/insights#topics) - [Archive](https://blog.fulcrumeq.com/insights#archive) - [Athena (3)](https://blog.fulcrumeq.com/insights/tag/athena) - [Brookmont (4)](https://blog.fulcrumeq.com/insights/tag/brookmont) - [Churchill (26)](https://blog.fulcrumeq.com/insights/tag/churchill) - [Kensington (22)](https://blog.fulcrumeq.com/insights/tag/kensington) - [Little Harbor Advisors (1)](https://blog.fulcrumeq.com/insights/tag/little-harbor-advisors) - [LMCG Investments (1)](https://blog.fulcrumeq.com/insights/tag/lmcg-investments) - [Manager Commentary (79)](https://blog.fulcrumeq.com/insights/tag/manager-commentary) - [Manager Spotlight (1)](https://blog.fulcrumeq.com/insights/tag/manager-spotlight) - [Optimus Advisory Group (1)](https://blog.fulcrumeq.com/insights/tag/optimus-advisory-group) - [Thompson Capital (1)](https://blog.fulcrumeq.com/insights/tag/thompson-capital) More... - [May 2023 (5)](https://blog.fulcrumeq.com/insights/archive/2023/05) - [June 2023 (5)](https://blog.fulcrumeq.com/insights/archive/2023/06) - [July 2023 (5)](https://blog.fulcrumeq.com/insights/archive/2023/07) - [September 2023 (5)](https://blog.fulcrumeq.com/insights/archive/2023/09) - [October 2021 (4)](https://blog.fulcrumeq.com/insights/archive/2021/10) - [November 2021 (4)](https://blog.fulcrumeq.com/insights/archive/2021/11) - [September 2022 (4)](https://blog.fulcrumeq.com/insights/archive/2022/09) - [October 2022 (4)](https://blog.fulcrumeq.com/insights/archive/2022/10) - [November 2023 (4)](https://blog.fulcrumeq.com/insights/archive/2023/11) - [March 2021 (3)](https://blog.fulcrumeq.com/insights/archive/2021/03) - [April 2021 (3)](https://blog.fulcrumeq.com/insights/archive/2021/04) - [September 2021 (3)](https://blog.fulcrumeq.com/insights/archive/2021/09) - [February 2022 (3)](https://blog.fulcrumeq.com/insights/archive/2022/02) - [November 2022 (3)](https://blog.fulcrumeq.com/insights/archive/2022/11) - [April 2023 (3)](https://blog.fulcrumeq.com/insights/archive/2023/04) - [August 2023 (3)](https://blog.fulcrumeq.com/insights/archive/2023/08) - [October 2023 (3)](https://blog.fulcrumeq.com/insights/archive/2023/10) - [December 2020 (2)](https://blog.fulcrumeq.com/insights/archive/2020/12) - [February 2021 (2)](https://blog.fulcrumeq.com/insights/archive/2021/02) - [July 2021 (2)](https://blog.fulcrumeq.com/insights/archive/2021/07) - [August 2021 (2)](https://blog.fulcrumeq.com/insights/archive/2021/08) - [March 2022 (2)](https://blog.fulcrumeq.com/insights/archive/2022/03) - [May 2022 (2)](https://blog.fulcrumeq.com/insights/archive/2022/05) - [June 2022 (2)](https://blog.fulcrumeq.com/insights/archive/2022/06) - [July 2022 (2)](https://blog.fulcrumeq.com/insights/archive/2022/07) - [August 2022 (2)](https://blog.fulcrumeq.com/insights/archive/2022/08) - [January 2023 (2)](https://blog.fulcrumeq.com/insights/archive/2023/01) - [February 2023 (2)](https://blog.fulcrumeq.com/insights/archive/2023/02) - [March 2023 (2)](https://blog.fulcrumeq.com/insights/archive/2023/03) - [May 2021 (1)](https://blog.fulcrumeq.com/insights/archive/2021/05) - [June 2021 (1)](https://blog.fulcrumeq.com/insights/archive/2021/06) - [December 2021 (1)](https://blog.fulcrumeq.com/insights/archive/2021/12) - [January 2022 (1)](https://blog.fulcrumeq.com/insights/archive/2022/01) - [December 2022 (1)](https://blog.fulcrumeq.com/insights/archive/2022/12) - [December 2023 (1)](https://blog.fulcrumeq.com/insights/archive/2023/12) More... ### Subscribe to Updates ![Fulcrum-Logo-White](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo-White.png?width=150&name=Fulcrum-Logo-White.png) 5465 Legacy Drive Suite 650 Plano, Texas 75024 Toll Free: [888.304.6942](tel:1-888-304-6942) Direct:[214.317.4293](tel:214-317-4293)   **[Form CRS](https://blog.fulcrumeq.com/hubfs/Regulatory/Form%20CRS%20Document.pdf)** [Disclosures](https://blog.fulcrumeq.com/hubfs/Regulatory/Website%20Disclosures.pdf) ### Connect with us Copyright © 2021 | Fulcrum Equity Management, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. 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