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Earnings Season’s Mixed Results| Weekly Market Commentary | May 26, 2020
At the beginning of the first quarter corporate earnings reporting season, we noted the earnings bar probably wasn’t set low enough…
Downside Risk Remains| Weekly Market Commentary | May 18, 2020
Stocks may have been due for a pullback after gains in late March through April and could potentially have further to fall.
Time For A Pause? | Weekly Market Commentary | May 11, 2020
The historically worst six months of the year have officially started, and combined with technical warnings, that suggests stocks may take a well-deserved break soon.
Big News And New Forecasts| Weekly Market Commentary | May 4, 2020
The last week of April was a big news week. A very weak first quarter GDP highlighted a busy economic calendar…
What Happened to Oil| Weekly Market Commentary | April 27, 2020
Negative oil prices have dominated headlines recently. A combination of oversupply, lack of demand, and a lack of storage capacity resulted in temporarily negative oil prices…
Client Letter | How We Respond Matters | April 21, 2020
We’ve responded to COVID-19 with resolve and strength, and government and Federal Reserve responses have been unprecedented.
Midyear Outlook 2019: What Really Matters in the Markets
Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.
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