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...

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...

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?...

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...

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

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...

Equities were poised to start the "Santa Rally" off with a bang, but struggled at the end of last week. The "Santa Rally" is...

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

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

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

Has the market moved on from AI? Probably not entirely, but there's definitely a new sheriff in town as other asset classes rise to the...

With the dawn of this year's football season upon us, the musings for this week will be football-related. While waiting for Powell's...

Volatility has returned on Wall Street and it's affecting Main Street. While a little over a week ago markets were relatively calm and...

Rate cut expectations slid and markets took a rally break last week. Markets broke a 4-week win streak as rate cuts for September by the...

How long can markets keep up this pace of higher highs? While we do think there is a case for a pullback in equities, we would expect...

Too much money poured into the system during & post-COVID and a Fed that didn't take action last year as inflation got out of control -...