The end of the Q1 is in the books. What a quarter it was, with the S&P 500 finishing up 10%. The last time the market finished up 10% in the first quarter was in 2019. There is chatter that the market has moved too far, too fast, and it's due for a pullback. Perhaps this is true, but history says that momentum can be a strong signal that pushes the market higher. 

As we have discussed, many investors sold out during 2022 and have not invested their money back into the market. It doesn't take much for FOMO (Fear of Missing Out) to take hold and pull investors back in. 

This week, we look at some of the main themes powering the market higher in 2024 and what we can expect moving forward. It should come as no surprise that the biggest story of 2024 so far is AI. The expectations and implementation of AI will both be major themes for the rest of 2024.