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Market Flash - April 2025
Despite posting just a small loss in April (-0.68%), U.S. equity markets were rocked by volatility for much of the month. This all began with President Trump’s “Liberation Day” announcement, which...
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Market Insights - 4/7/2025
While tariffs collect headlines as they rattle markets, I would offer two additional factors that have contributed greatly to the most recent market turmoil. The first is confidence. By changing...
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Market Flash - March 2025
U.S. stocks closed out the quarter on a low note, with the S&P 500 falling more than 5% in March on continued uncertainty around tariff policy, sticky inflation, and rising concerns over future...
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Q2 2025 Market Insights Letter
Disruptive Change
Q1 2025 Market Insights Letter
State of the Union
Q4 2024 Market Insights
Priced to Perfection
Q3 2024 Market Insights Letter
Liar's Poker
Q2 2024 Market Insights
America's New Favorite Pastime
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Investment Concepts: Valuations Defined
