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04Feb

Latest Tariff News Underscores Heightened Policy Risk

Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25% on trade with.. Read More →
28Jan

DeepSeeking an Explanation from Big Tech

With about 20% of companies in the S&P 500 index having reported earnings for Q4 of last year, it is now Big Tech’s.. Read More →
23Jan

A Much Better 10 Years For Fixed Income

Government bond total returns have been disappointing over the last 10 years annualizing 1% from 2014 to 2024. Due to the strong relationship.. Read More →
17Jan

Q4 Earnings Season Off to a Great Start

Q4 earnings reporting is officially underway, and it is off to a great start. The big banks kicked off the season as usual,.. Read More →
Latest Tariff News Underscores Heightened Policy Risk

Latest Tariff News Underscores Heightened Policy Risk

Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25% on trade with both Canada.. Read More →
DeepSeeking an Explanation from Big Tech

DeepSeeking an Explanation from Big Tech

With about 20% of companies in the S&P 500 index having reported earnings for Q4 of last year, it is now Big Tech’s turn. Six.. Read More →
A Much Better 10 Years For Fixed Income

A Much Better 10 Years For Fixed Income

Government bond total returns have been disappointing over the last 10 years annualizing 1% from 2014 to 2024. Due to the strong relationship between the.. Read More →