Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy...

Signs of Spring | Weekly Economic Commentary | April 8, 2019

Leading indicators in jobs, manufacturing, and markets suggest economic acceleration...

Signals We See in Q1 2019 Results | Client Letter | April 4, 2019

Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth...

The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019

This week we share our "Final Four Factors" for the stock market in 2019: 1-Policy, 2-the Economy, 3-Rates, and 4-Profits...

Our Final Four For The U.S. Economy | Weekly Economic Commentary | April 1, 2019

A rebound in global conditions, capital expenditures, and sentiment may help fuel growth...

Portfolio Compass | March 20, 2019

No changes...

An Attention-Grabbing Jobs Report | Weekly Economic Commentary | March 18, 2019

WEC Description: February’s job growth was disappointing, but it followed the biggest two-month gain since 2016...

Movin on Up (in Market Cap) | Weekly Market Commentary | March 18, 2019

Large caps may be better positioned than small caps, given where we are in the business cycle...

Market Insight Monthly | February 2019

U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds...

Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019

Following such a strong rally since the December 24 lows, a pullback is reasonable to expect...