07/29/2024 Market Strategy

In the week ahead the markets will likely focus on economic data, Q2 S&P 500 earnings results and guidance along with the recovery from last week’s cyber security disruption…

07/22/2024 Market Strategy

In the week ahead the markets will likely focus on economic data, Q2 S&P 500 earnings results and guidance along with the recovery from last week’s cyber security disruption…

07/15/2024 Market Strategy

Shocking Events Tend Not to Deter Investors, Who We Expect Will Remain Focused on Economic and Earnings Results

07/08/2024 Market Strategy

Near term volatility could, in our view, continue to present opportunity for investors to “catch babies that get thrown out with the bath water” in periods of market down drafts...

07/01/2024 Market Strategy

Near term volatility could, in our view, continue to present opportunity for investors to “catch babies that get thrown out with the bath water” in periods of market down drafts…

06/24/2024 Market Strategy

Near term volatility could, in our view, continue to present opportunity for investors to “catch babies that get thrown out with the bath water” in periods of market down drafts…

06/17/2024 Market Strategy

Last week marked the 20-month anniversary of the bull market

06/10/2024 Market Strategy

Stocks marched in place last week on the latest round of economic data and corporate earnings

06/03/2024 Market Strategy

Stocks marched in place last week on the latest round of economic data and corporate earnings

05/28/2024 Market Strategy

We’re raising our rating for the utilities sector from Underperform to Perform and nudging up our suggested weighting.