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Market Flash - November 2025
Markets cooled off a bit in November, following a near 40% run up from their mid-April lows to the their late-October highs. This came in spite of a strong earnings season and the end of the...
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Market Flash - October 2025
Executive SummaryGlobal equity markets finished the month higher, fueled by a strong Q3 earnings season and positive progress on U.S./China trade negotiations. This left the S&P 500 higher by 2.34%...
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Market Flash - September 2025
Executive SummaryEquity markets moved higher in Q3, continuing to feed off the momentum of Q2’s post-Liberation Day rally. U.S. large caps ended the quarter higher by more than 8%, while small caps...
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Market Flash - August 2025
Equity markets continued their march higher in August, supported by a strong Q2 earnings season and increasing optimism around looming rate cuts. This led the S&P 500 to gains of just over 2% for...
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Market Flash - June 2025
Executive SummaryConcerns over tariffs and war in the Middle East injected a good deal of volatility into markets during Q2. However, equity markets proved resilient, with the S&P 500 erasing all...
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Market Flash - May 2025
Executive SummaryThe classic investment adage of “Sell in May and go away” was nowhere to be found last month as global equities rallied on easing trade tensions and a generally strong earnings...
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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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Q4 2025 Market Insights Letter
What Matters More to Investment Results, Market Cap or Style?
Q3 2025 Market Insights Letter
End of an Era?
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
