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July 13, 2026
Markets in a Minute - Closed, Again
Week Ending July 10th; the S&P 500 climbs higher, despite the closure of the Strait of Hormuz
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July 12, 2026
Conflicting Consumer Sentiment Data
Consumers account for approximately 70% of economic activity; therefore, some say so goes the consumer, so goes the economy. From a consumer sentiment…
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July 10, 2026
Summer 2026 Investor Letter: Continued Broadening
With the first half of 2026 in the rearview mirror, the equity markets have been mostly kind to investors. A broadening of market participation accelerated in…
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July 6, 2026
Markets in a Minute - 250 Years
Week Ending July 2nd; The S&P 500 continues to trade sideways as the nation celebrates America's 250th.
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June 29, 2026
Markets in a Minute - Bifurcated Economy
Week Ending June 26th; Markets continued to sell off as a rotation appears to be underway.
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June 22, 2026
Markets in a Minute - Warsh Speaks
Week Ending June 19th; Markets were volatile as investors digest the first press release by Fed Chair Warsh.
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June 15, 2026
Markets in a Minute - We Have Liftoff
Week Ending June 12th; Markets reverse their previous trajectory as SpaceX makes it's historic debut.
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June 12, 2026
AI’s True Costs Limit Its Impact on Job Displacement
AI adoption is accelerating, but the real story isn’t job loss; it’s the rising cost of implementation. Our latest article explains why high tokenization…
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June 8, 2026
Markets in a Minute - Modern Marvell
Week Ending June 5th; Markets' snap the 9-week win streak as employment data strengthens.
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June 6, 2026
Concentration, AI Disruption, and Earnings: What’s Behind Recent Market Volatility
Markets have shown some recent weakness, but the reasons go deeper than a single headline or economic report. This article breaks down what’s driving today’s…
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June 1, 2026
Markets in a Minute - Not Selling in May
Week Ending May 29th; Markets continue to move to new highs, as the old adage for May does not stand.
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May 19, 2026
Navigating the Fog: Looking Into 2027
Investors analyze the potential opportunity of an investment by looking at the forward prospects for a stock or index. This involves analyzing data looking out…
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