Economic and Market Trends
- A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
- Outlook 2025 | Pragmatic Optimism | December 10, 2024
- Client Letter | Outlook 2025: Pragmatic Optimism | December 10, 2024
- High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
- Global Portfolio Strategy | Stocks Enjoy Holiday Cheer | December 5, 2024
- Client Letter | A November to Remember | December 4, 2024
- A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024
- Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
- Election Day Takeaways | Weekly Market Commentary | November 11, 2024
- Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024
- Client Letter | Donald Trump Elected 47th President of the United States of America | November 6, 2024
- Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024
- What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024
- Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024
- Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024