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August 12, 2024
Markets in a Minute - Rebound
Week Ending August 12th
Markets in a Minute - Rebound Read More
August 5, 2024
Markets in a Minute - The Whole is Greater Than the Sahm of Its Parts
Week Ending August 2nd
Markets in a Minute - The Whole is Greater Than the Sahm of Its Parts Read More
July 29, 2024
Markets in a Minute - All the Small Things
Week Ending July 29th
Markets in a Minute - All the Small Things Read More
July 28, 2024
Broader Market Participation Continues
One common theme in some earlier blog posts this year has been commentary around a market that is seeing broader participation. What is meant by this is the…
Broader Market Participation Continues Read More
July 23, 2024
Markets in a Minute - Flightless Falcons
Week Ending July 19th
Markets in a Minute - Flightless Falcons Read More
July 21, 2024
Election Year Dynamics Are Changed
Sunday afternoon President Joe Biden announced he would not seek reelection to a second term as President although the democratic primary season has mostly…
Election Year Dynamics Are Changed Read More
July 15, 2024
Markets in a Minute - Release Valve
Week Ending July 12th
Markets in a Minute - Release Valve Read More
July 12, 2024
Rotation into Small Cap Stocks
Small company stocks outperformed their mega cap counterparts on Thursday. This rotation may have a much longer runway?
Rotation into Small Cap Stocks Read More
July 10, 2024
Summer 2024 Investor Letter: More of the Same, a Higher Market
With the first half of the year in the books, the 6-month index returns achieved so far this year would satisfy most investors if the returns were 12-month…
Summer 2024 Investor Letter: More of the Same, a Higher Market Read More
July 8, 2024
Markets in a Minute - Happy 4th
Week Ending July 5th
Markets in a Minute - Happy 4th Read More
July 7, 2024
The Magnitude Of The Difference in Return A Greater Issue Than A Narrow Market
In evaluating the recent investment market and economic data, it is notable the amount of the data that is providing conflicting signals. One equity market…
The Magnitude Of The Difference in Return A Greater Issue Than A Narrow Market Read More
July 1, 2024
Markets in a Minute - Runners' Lows
Week Ending June 28th
Markets in a Minute - Runners' Lows Read More
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