Economic & Market Report: How Low Can We Go
The long overdue correction has finally arrived. No sooner did the market peak at 5264 on the last trading day of March…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Economic & Market Report: Worth Its Weight In Gold
When thinking about portfolio diversification, investor minds often focus on how much in bonds to own against their stock allocations. But as…
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Economic & Market Report: Outlook 2024 – 3/4 Pole
Hard to believe the first quarter of 2024 is drawing to a close. As we pass the 3/4 pole in our 8…
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Economic & Market Report: The Monopolistic Seven
On Thursday, the U.S. Department of Justice (DOJ) in conjunction with a bipartisan group of state attorneys general announced an antitrust lawsuit…
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Economic & Market Report: The Ides of March
The middle of March was certainly a bad time of year for Julius Caesar, but what about capital markets? After all, it…
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Economic & Market Report: Looking Beneath The Surface
“Look beneath the surface; let not the several quality a thing nor its worth escape thee.” – Marcus Aurelius The gains in the…
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Economic & Market Report: Shortness of Breadth
The U.S. stock market is flying once again this year. After posting an impressive +24% advance in 2023, a year when many…
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Economic & Market Report: Stress Test
The U.S. economy continues to exude resilience as we make our way through the early months of the New Year. And capital…
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Economic & Market Report: Some Like It Hot
The latest jobs report for the month of January came in “hot”. The latest reading on CPI inflation to start the New…
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Economic & Market Report: Déjà Vu?
It was nearly a year ago when global capital markets came under sudden and intense pressure. Over the course of hours in…
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