MARKET INSIGHTS

2021 Q1 White Paper: Game Over?

What fueled interest in a company where fundamental analysis would suggest avoiding it? How did the GameStop rally impact the broad market? What were the implications of the GameStop frenzy? What lessons can we learn? And what are the key differences between trading and investing?

Click here to read a PDF of the written commentary.

Special Report: Coronavirus & Market Volatility

2020 Themes and Outlook

Whitepaper: Saddle up for a Highly Contentious Election Year

2019 Q3 Market Commentary

Whitepaper: How to Invest in a Low and Highly Volatile Interest Rate Environment

2019 Q2 Market Commentary

Whitepaper: Is the Yield Curve Shooting a Warning Sign?

2019 Q1 Market Commentary

2019 Q2 Whitepaper: New York Gives Up its Prime Membership (4 min. video)

2019 Themes and Outlook

Special Report: Market Volatility

2018 Midterm Elections and What Investors Should Know

2018 Q3 Market Commentary

Emerging Market Currencies and Modern Currency Crisis

2018 Q2 Market Commentary

Inflation Inflection Point