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Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

Printer Friendly Version Use of the terms “bull” and “bear” in financial markets can be traced back to London’s financial district in the late 19th century, used as an analogy for how each animal attacks; the bull thrusts its horns upwards, and a bear swipes its paws...

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

Printer Friendly Version With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American...

Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025

Printer Friendly Version The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield). Does that mean bond...

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025

As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities. However, recent stock market activity is casting a shadow over this sentiment. Momentum in equity markets has recently stalled, and breadth...

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2024

Printer Friendly Version With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were...
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  • Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025
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  • Market Update: Tariff Pause Boosts Sentiment, Fed Steady | Weekly Market Commentary | May 19, 2025
  • Bulls Are on Trial | Weekly Market Commentary | May 12, 2025
  • Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025

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