Investors came to grips last week with the likelihood that future rate cuts may be delayed. Last Friday's Jobs Report was higher for...

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

Equities lost some luster after the Fed pulled the rug out from under investors last week. The market was side-swiped by the surprise Fed...

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

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....

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

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...

Sometimes things seem different, and yet they are still the same. Regardless of who was going to emerge victorious on election day, the...

It's usually said that markets trade ahead of the economy. So is the economy catching up? Equities declined late in the week, but...

Both equities and fixed income edged lower last week as volatility picked up. Bond yields along the curve moved higher last week. In...

The last several weeks we've explored some of the signs that markets are shifting. From valuations to labor weakness to economic...

There are positives to take away from some of the economic data and there are some negatives. Technical data is also a little misleading...

Growth stocks rebounded last week, but AI-related names did not participate as much in the rebound. Last week's inflation numbers were...

Over the past 12 months, investing has been easy if you just bought AI-related stocks. Moving forward, companies may find profits harder...

Equities generate small gains in the first week of the 4th quarter as an election looms. Last week's Labor Report showed the largest...

There's a lot going in the world and many external factors that could affect markets going forward. Who knows how things will turn out,...