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May 5, 2025
Markets in a Minute - Abel-Bodied
Week Ending May 2nd
Markets in a Minute - Abel-Bodied Read More
April 28, 2025
Markets in a Minute - Kashmir
Week Ending April 25th
Markets in a Minute - Kashmir Read More
April 28, 2025
Checking in on the Consumer
In the U.S. the consumer segment of the economy accounts for approximately 70% of economic activity or GDP. As a result it is important to evaluate how the…
Checking in on the Consumer Read More
April 21, 2025
Markets in a Minute - “Be Open to the Future”
Weeks Ending April 17th
Markets in a Minute - “Be Open to the Future” Read More
April 14, 2025
Spring 2025 Investor Letter: Tariffs and Trade
The end of the first quarter on March 31st seems like a distant past given the tariff and trade news during the first part of April. The S&P 500 Index peaked…
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April 14, 2025
Markets in a Minute - Liberated
Weeks Ending April 4th and April 11th
Markets in a Minute - Liberated Read More
April 4, 2025
Uncertainty and Surprise
The S&P 500 Index began the week by moving higher in the first three trading days. The positive return was rapidly reversed Thursday and Friday after President…
Uncertainty and Surprise Read More
March 31, 2025
Markets in a Minute - Cored & Weaved
Week Ending March 28th
Markets in a Minute - Cored & Weaved Read More
March 24, 2025
Markets in a Minute - Take Hits, Move Forward
Week Ending March 21st
Markets in a Minute - Take Hits, Move Forward Read More
March 23, 2025
Understanding The Uncertainty Contributing to Equity Market Volatility
Much of the recent equity market volatility seems to be driven largely by uncertainty around a number of policy positions being pursued by the Trump…
Understanding The Uncertainty Contributing to Equity Market Volatility Read More
March 17, 2025
Markets in a Minute - Corrected?
Week Ending March 17th
Markets in a Minute - Corrected? Read More
March 10, 2025
Markets in a Minute - Tariff Anxiety
Week Ending March 7th
Markets in a Minute - Tariff Anxiety Read More
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