Over the last decade, the largest tech companies have consistently and significantly outperformed the rest of the market. Last week, seemingly catalyzed by the July 8th CPI report, we saw a complete unwind of the trade…

This has been one of the most difficult investment environments with simultaneous declines in bond and stocks, and a number of external shocks. However, the odds are in the favor of investors. Click below to…

Amid expiring unemployment benefits, higher than expected retail activity, and lower than expected inflation, the main topic of conversation during our latest Investment Committee meeting was the economy…

Economic “normalization” continued as the effects of the reopenings were seen in Q2. The U.S. is growing faster than most other developed nations, at higher than expected rates prior to Covid, but is this just a reopening upswing that will fizzle out?

Economic growth picked up and the market trended higher in Q1, but it wasn’t without some chop as investors grappled with concern about rising interest rates and inflation. Meanwhile, the housing boom…

It was a year of firsts and unprecedented events, but—at a high level—2020 was almost the perfect continuation of the trends established in the decade that preceded it. Still, important differences…

The third quarter certainly felt a bit calmer in relation to the wild market rides experienced in Q1 and Q2, but important developments remained —a new inflation policy from the Fed…

We’ve come a long way since the onset of the Covid-19 crisis and resultant market meltdown in Q1—the S&P 500® Index has erased its losses for the year and the Nasdaq has hit new all-time highs—but we’re far from out of the woods.