A couple of trade deals, accompanied by an equity rally, and all of a sudden the recessionistas go running for the hills. It's almost as...

Markets have risen more than 34% off the April lows as breadth has continued to improve. But now, investors play the waiting game - when...

Sometimes investors have active imaginations or they just try to will their ideas into the market. A data-driven approach helps keep...

Markets appear to have bounced back with some softening of tariff news. Breadth in equities has improved leading us to believe there is...

We've had about 30 days of higher-than-average volatility in 2025...so, let's just throw in the towel and go to cash. Just kidding. ...

After a few days of rough trading, it turns out all investors wanted was some good will from the President. But, was it really just all...

Tariffs announced by the White House last week sparked what may turn out to be a worldwide liquidity event. Increased tariffs, something...

Markets unraveled this week after the release of reciprocal tariffs. Was the response justified or perhaps the opportunistic behavior of...

Are markets melting down over tariffs or are investors just having trouble adjusting to a world where 7-10 stocks don't go up every week?...

Tariffs have not only confused investors, but now the Fed seems to be puzzled. It's not like we have anything to go by from past...

Whether its news about tariffs or the latest economic release, markets seem to be jittery with each passing headline. Students of...

Some investors are looking for the falling sky, while other investors are passionately buying. Perhaps the truth is somewhere in between....

Is recent market activity to be expected or unexpected? It probably depends upon your point of view. That theme is why we were inspired...

Sometimes, sage wisdom comes not in the form of new ideas, but the phrasing of existing ideas. A long-held belief in investing is that...

Depending upon your point of view, markets have either disappointed you lately or performed as expected. Life is unpredictable and so...

Once in a while, a disruptor comes along and changes the way people think or the way things are normally done. That is the theme this...

Amazingly, valuations and concentrations continue to grow. While investors are benefitting today, there are always consequences down the...

Sometimes in life you just have to laugh. Fed speakers waffle, markets turn on a dime, and investors ignore fundamentals. Life is crazy...

Markets are providing conflicting information and investors are unsure of what moves to make next. Can investors have the best of both...

Unfortunately, the Fed continues to play word games and to pull the rug out from under investors. The institutional investor doesn't...