INSIGHTS

Important Disclosures
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Scoring our 2025 Investment Themes

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Powell’s Fed Likely Just Cut Rates for the Last Time

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Our Annual 12 Days of Christmas Wishlist for 2026

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Another Month With an Impressive Equity Turnaround!

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Enjoy a Cheaper Thanksgiving Dinner for the Third Straight Year!

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U.S. Shutdown Over: Attention Turns to Economic Data

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Alarm Bells Growing Louder in the AI Space

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October Recap – Equity Markets Unfazed by Uncertainty

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Finally See Some Economic Data that Confirms Fed Cut

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Welcome Year Four of the Current Bull Market

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3Q25 Earnings Season Outlook – Bar Set High

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3Q25 Performance Review – Broad Based Win for Investors

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U.S. Government Preparing for a Shutdown

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What to Expect Now That the Fed has Cut Rates?

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Is the Inflation Worry Over?

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Taking Cues from the Labor Market