Weekly Commentary (04/06/26) – The Cobra Effect: When the Solution Makes the Problem Worse
What Just Happened
It was a better week on the surface, but underneath
Weekly Commentary (03/30/26) - Discipline Beats Prediction
What Just Happened
This past week gave markets and investors plenty to process.
Weekly Market Snapshot
Weekly Commentary (3/23/26) – Oil Shock and Inflation Fears Put Markets on Edge
Last week, investors were forced to weigh solid corporate fundamentals against a
Weekly Commentary (3/16/26) – Counting the Wolves
Last week the S&P 500 fell about 1.3 percent for its third straight weekly loss. The 10-year Treasury yield
Last week brought a sharp reminder that geopolitics can quickly overpower otherwise constructive fundamentals. Markets spent much of the week trying to balance
Weekly Commentary (3/1/26) The Iranian Conflict
Wall Street wrapped up a volatile week as tariff threats, tensions between the United States and Iran, a hot
Weekly Commentary (02/16/26) – Domestic Stocks Down for Second Straight Week
Despite better-than-expected inflation news and solid employment gains, domestic
Weekly Commentary (2/9/2026) – Markets Push Upward Amid Mixed Economic Signals
The rotation to cyclical stocks continued last week as gains in the energy
Weekly Commentary (2/2/26) – Will the Groundhog Predict an Early Spring?
Last week was packed with Big Tech earnings and the long-anticipated news that President
Weekly Commentary (1/26/26) – The data looks strong, but conviction hasn’t arrived yet.
Markets were mixed last week as investors weighed stronger-than-expected
Weekly Commentary (1/20/26) – Markets Mixed for the Week
Equity markets closed mixed last week as in-line inflation news and as-expected earnings failed to
Weekly Commentary (1/12/2026) – The Conditions for Better Decisions
What: What We’re Seeing
This past week reminded us how quickly the mood of the market can