A Trump Second Term: Upside and Risks | Weekly Market Commentary | August 31, 2020

We continue to believe the election remains a coin toss...

A Biden Presidency: Upside and Risks | Weekly Market Commentary | August 24, 2020

Potential market impact if former VP Joe Biden is elected president, including taxes, regulation, initiatives, and governance...

5 Earnings Season Takeaways| Weekly Market Commentary | August 17, 2020

Corporate America delivered on expectations during a second quarter earnings season that some are calling the biggest upside surprise ever...

Global Portfolio Strategy | August 11, 2020

Stocks continued to rally in July despite elevated COVID-19 cases in many US states and globally...

Dissecting The Disconnect| Weekly Market Commentary | August 10, 2020

Markets are looking forward to better days ahead...

Client Letter | Positive Territory | August 6, 2020

The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling...

Calendar Concerns and Gold Gains| Weekly Market Commentary | August 3, 2020

Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together...

Stalling Economic Recovery May Slow Stock Market Rally | Weekly Market Commentary | July 27, 2020

Stock market weakness late last week caused investors to ask whether the long-awaited market pullback may be at hand...

Market Insight Quarterly| Second Quarter 2020 | July 21, 2020

It was the best quarter in more than 20 years for stocks as the economy reopens...

An Earnings Season To Forget | Weekly Market Commentary | July 20, 2020

This earnings season may be unpredictable and forgettable, but it may not be all bad. We offer key themes to…..