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...

More positive news on tariffs and a strong jobs report helped fuel equities last week. Tariffs and inflation remain at opposite ends of...

Softening of tariff news and increased breadth helped equities rally last week. So far, 36% of S&P 500 companies have reported first...

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

Equities were mixed last week as the Fed offered little guidance and tariff news was light. Financial media continue to try to create...

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. ...

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

Markets continue to trade on tariff news, but markets stopped making new lows last week. On March 4th, new lows on the New York Stock...

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....

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...

While some sectors were strong during the period, the S&P 500 failed to deliver a "Santa Rally" this year. Breadth continues to be an...

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

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...

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...