Blast Off
Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off is more like it. Nothing has stalled this mighty ascent. Tech Stocks continue to lead the charge higher. The
Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off is more like it. Nothing has stalled this mighty ascent. Tech Stocks continue to lead the charge higher. The
We are nearing the halfway point for 2026. Summer is just around the corner. Graduations are in full swing. Time sure flies. Memorial Day officially kicks off the Summer driving season. Fuel consumption usually spikes
The widely anticipated Beijing summit has come and gone. There was pomp, circumstance, and a whole lot of handshakes. But there was very little in the way of meaningful action. There were no major breakthroughs
Deal or no deal? The ceasefire is on or off? The situation is beyond confusing. The conflict in Iran has been head-spinning, and the price of Oil has reflected the volatile news flow. WTI fell
Unfazed: That pretty much sums up the Market’s response to the ongoing conflict with Iran. The price of crude surged back above $100 this week. The Market barely blinked. It’s been trying to move past
Apple CEO Tim Cook announced he is stepping down. This was both a surprise and no surprise. The more you think about it, it makes perfect sense. Tim Cook has done a masterful job of
The remarkable run this Spring continued as the Stock Market shook off the concerns surrounding the Middle East and hit fresh, all-time highs. The S&P surged in April as fast as it fell in March
Volatility continues. The Stock Market this Spring has behaved like few times in decades. Prices have moved ferociously, in both directions. Oil up, Oil down. The price of Oil has been driving all things Market-related
From Goldilocks to Gridlock: Markets at a Crossroads The “Goldilocks with Fragility” backdrop we outlined last Summer evolved into a powerful broadening phase as we entered 2026. Growth was firming, overall earnings were strong, inflation
Correction remains the theme on Wall Street as the price of Oil is seemingly dictating all. WTI is back at $100. The price action has been pretty simple: Higher Oil has forced higher yields and
This week, I attended an industry conference in sunny and hot Scottsdale, Arizona, hosted by our custodian broker partner, Charles Schwab. I was honored and excited to be a part of this invitation‑only event, which
Goldilocks Strengthens: From Narrow Strength to Broadening Expansion The “Goldilocks with fragility” backdrop we outlined last Summer shifted to a “broadening” phase as we entered the fourth quarter of 2025. Early signs of improving breadth