It’s different this time. The four (or five) most dangerous words in investing. We’ll take the risk and use those words here as we break down the recent
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Earnings season is mostly behind us with about 85% of S&P 500 companies having reported second quarter results. The high level results aren’t particularly
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The economy is doing better than expected, and the markets are responding accordingly. In this piece, we discuss some of the factors that cause us to think the
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The first half of the year probably didn’t go the way many fixed income investors had hoped, particularly after the historically awful year last year. It wasn’t
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Earnings season is upon us as some banks and a small handful of other blue chip companies have already reported results for their quarters ending June 30. The
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The long dormant capital markets have recently begun showing signs of interest from institutional investors and deal makers anxious to bring companies to market
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We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. After such a strong rally off the October lows, this young bull
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As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that
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The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest rates for the first time in 15 months. However, Fed
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Stocks have had a nice run, but at higher prices, the bar for further gains gets higher. We have recently made the case in this publication that there are a lot
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The mega-cap technology companies have powered the broad market higher this year. In fact, the 8.1% gain in the S&P 500 year to date has been driven entirely by
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Economists like to remind us there is no such thing as a free lunch. In investment parlance, that just means all investments carry risk—even cash. And the big
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