INSIGHTS

Important Disclosures
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SpaceX IPO Hype vs History: What the Data Shows

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AI Euphoria Meets Inflation Reality: May 2026 Market Recap

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S&P 500 CAPE Ratio Warning: Is Equity Euphoria Fading?

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Changing of the Guard at the Fed

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No April Showers for Equity Investors

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Downgrades Starting to Emerge as Conflict Drags On

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1Q26 Earnings Season: Can Growth Extend Beyond Big Tech?

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What Failed Negotiations Mean for Markets and Economy

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Watching War Impact on Economic Data

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Rocky Start to a New Year – Early Review of 1Q26

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Key Observations as We Enter Fourth Week of Geopolitical Conflict

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The Importance of the Strait of Hormuz

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Volatility Continues to Challenge Euphoria

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Breaking Down Supreme Court Ruling on Tariffs

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Key Takeaways from Rocky Start to 2026

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As Goes January, So Goes Rest of the Year