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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…
Spring 2025 Investor Letter: Tariffs and Trade Read More
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
March 9, 2025
When in Doubt, Zoom Out
Market volatility can add to an investor's anxiety, it's important to view the long-term trend.
When in Doubt, Zoom Out Read More
March 3, 2025
Markets in a Minute - Best Picture
Week Ending February 28th
Markets in a Minute - Best Picture Read More
February 28, 2025
Significantly Elevated Bearish Investor Sentiment
This week's American Association of Individual Investors' Sentiment Survey showed a significant decline in bullish sentiment and a commensurate increase in…
Significantly Elevated Bearish Investor Sentiment Read More
February 24, 2025
Markets in a Minute - Gold Rush
Week Ending February 21st
Markets in a Minute - Gold Rush Read More
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