Insights

Search & Filter

October 14, 2025
Fall 2025 Investor Letter: A.I., Jobs, and the Fed
The dog days of summer for 2025 saw a continuation of the market’s rally off the April lows, following the volatility brought on by the tariff announcement or…
Fall 2025 Investor Letter: A.I., Jobs, and the Fed Read More
October 6, 2025
Markets in a Minute - When September Ends
Week Ending October 3rd; No need to sleep through this September as equity markets climbed to new highs.
Markets in a Minute - When September Ends Read More
September 30, 2025
All the Focus is on A.I.
For those invested in the stock market and listening to the daily news, it is hard not to hear the discussion about Artificial Intelligence (A.I.) A.I. seems…
All the Focus is on A.I. Read More
September 22, 2025
Markets in a Minute - Life Preserver
Week Ending September 19th; Markets' continue their climb higher and Nvidia throws out a lifeline.
Markets in a Minute - Life Preserver Read More
September 17, 2025
The Fed's Big Decision
After nine months of stale policy and murky economic reports, the Federal Reserve has resumed its rate cutting cycle.
The Fed's Big Decision Read More
September 15, 2025
Markets in a Minute - Inflated Expectations
Week Ending September 12th; Markets rally as inflation expectations slightly cool.
Markets in a Minute - Inflated Expectations Read More
September 7, 2025
Markets in a Minute - The Focus Was Jobs
Week Ending September 5th - Jobs in Focus
Markets in a Minute - The Focus Was Jobs Read More
September 3, 2025
Employment Market Appears To Be Softening
Today's release of the Job Openings and Labor Turnover Survey (JOLTS) provided additional insight that suggests the employment market is weakening. The report…
Employment Market Appears To Be Softening Read More
September 2, 2025
Markets in a Minute - Delay Selling in May
Week Ending August 29th; Markets were tepid as the Summer comes to a close.
Markets in a Minute - Delay Selling in May Read More
August 18, 2025
Markets in a Minute - Alaskan Summer
Week Ending August 15th; The S&P 500 continued its climb to new highs, crossing into double digit YTD returns.
Markets in a Minute - Alaskan Summer Read More
August 11, 2025
Markets in a Minute - At Bat
Week Ending August 8th; Markets move to retest all time highs, after company earnings continue to surprise.
Markets in a Minute - At Bat Read More
August 4, 2025
Markets in a Minute - BLS-less
Week Ending August 1st; Markets decline as investors process FOMC rate decisions and labor market dramas.
Markets in a Minute - BLS-less Read More
Back to the Top