The conflict in Iran has caused many negative repercussions, from recession and inflation fears due to the nearly 100% spike in oil prices year-to-date, to the overall economic uncertainty caused […]

For the better part of three years, the S&P 500 has not really been an index of 500 stocks. It has been an index of roughly ten, with 490 other […]

Is today’s U.S. stock market riskier than the top of the internet bubble in 2000? While 2025 bulls point to a lack of a frothy IPO market, 2025 bears point […]

The U.S. dollar (USD) has experienced a historically bad year. Its return through the first half of the year was the worst in over 50 years. Through the third quarter, […]

The Federal Open Market Committee (the Fed) is in a tough position. Core inflation, which excludes volatile food and energy prices, has fallen dramatically and is now approaching its long-term […]

Since invoking the International Emergency Economic Powers Act (IEEPA) on April 2nd, 2025 (“Liberation Day”), President Trump has overseen the most dramatic shift in U.S. trade policy since the Smoot-Hawley […]

Fixed Income performance in the first half of the year was solid yet tenuous. Interest rate volatility hit a two-year high in April as the threat of tariffs and trade […]

Last month, the Federal Reserve Board of Governors made the splashy announcement of a 0.50% cut to the Federal Funds rate, lowering the target rate to 5.00% from a peak […]

As we approach the November elections, uncertainty looms over the markets and the economy. While elections always bring a degree of unpredictability, this year’s contest between Vice President Harris and […]

Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment. Entering 2024, investors were generally positive about the prospect of a solid […]