A lack of breadth kept most sectors down for the week. Only two sectors - Communication Services & Consumer Cyclical - finished in the...

Is this one of the last holidays for stocks, or can the FOMO trade continue? This is the fundamental question moving forward. Retail...

Big tech roared back to life last week, while defensives took a back seat. Investors continue to have a strong appetite for US equities....

Typically, this time of year, the musings is focused on a Christmas or Holiday theme. Instead of our usual movie or song relating to...

While equities moved higher in a holiday-shortened week, not all sectors were equal as cyclicals gave way to defensives. Even with the...

Equities resume run higher, despite stretched valuations. A record $448 billion has flowed into US equities year-to-date, marking the...

Valuations, indicators, and history would suggest that all things are not equal in the market and in the economy. That's the impetus for...

Equities and bonds dropped last week as inflation moved higher and uncertainty about tariffs, et. al. hit markets. Small Cap stocks and...

They say it only takes one generation to pass before history is forgotten...or, something like that. The reality is that investors...

Virtually all risk assets were higher last week after the election results and another rate cut by the Fed. However, regardless of who...