Research
5 Earnings Season Takeaways| Weekly Market Commentary | August 17, 2020
Corporate America delivered on expectations during a second quarter earnings season that some are calling the biggest upside surprise ever.
Global Portfolio Strategy | August 11, 2020
Stocks continued to rally in July despite elevated COVID-19 cases in many US states and globally.
Dissecting The Disconnect| Weekly Market Commentary | August 10, 2020
One of the most difficult questions for investors to answer right now is how can the US economy be struggling so much while the stock market keeps churning higher?
Client Letter | Positive Territory | August 6, 2020
The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling.
Calendar Concerns and Gold Gains| Weekly Market Commentary | August 3, 2020
Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together.
Recent Posts
Market Opportunities Amid An Economic Rotation | Weekly Market Commentary | December 4, 2023
Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we examine potential opportunities amid a rotation in housing, buying patterns, and inflation.
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