Insights


Insights

We believe an informed investor is a more successful investor.
Our independent and proprietary research drives our investor communications.

RECURRING COMMENTARIES

WEEKLY

Weekly Commentary October 9, 2020
The week started out with a bang from Monday’s release of the September ISM Series Index which…
 
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Weekly Commentary May 21, 2021
OVERVIEW While the stock market ended the week with only fractional gains and losses, it was anything but a fractional week of action.  The first three days saw substantial declines followed by the last two days of substantial rallies.  The market is see sawing between risks of higher inflation from…

MONTHLY

Monthly Commentary January 2021
The move into more peaceful political times came to an abrupt end…
 
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Market Commentary April 2021
OVERVIEW The “trade rotation” that began 3/12/21 continued in April. This is certain major vested interests trying to reverse the significant underperformance, that began in October 2020, of the S&P 500 (primarily Large Cap Growth stocks) and US Aggregate Bonds (Interest Bonds) against other equity and bond asset classes. The…

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