Market Commentary
Weekly Commentary
- 9/22/2021 - A fluid situation?
- 9/15/2021 - Seasonals
- 9/09/2021 - Fixed-income Tweaks
- 9/01/2021 - Growth tweaks
- 8/25/2021 - Tapering
- 8/18/2021 - Losing momentum?
- 8/11/2021 - A temporary stumble
- 8/04/2021 - Not this time
- 7/28/2021 - Going low, for now
- 7/21/2021 - Volatility equals opportunity
- 7/14/2021 - Confirmation
- 7/08/2021 - Economic Deceleration and the financial markets
- 6/30/2021 - Market breadth update
- 6/23/2021 - Do not fear
- 6/16/2021 - Looking out through 2022
- 6/9/2021 - Is bad going to be good, at least for now?
- 6/3/2021 - Help Wanted
- 5/26/2021 - Observations from the road, etc
- 5/19/2021 - Stocks and the economic cycle
- 5/12/2021 - Continue to favor cyclical stocks
- 5/05/2021 - Potential Opportunity?
- 4/28/2021 - Market breadth, revisited
- 4/21/2021 - Will earnings season yield useful information?
- 4/14/2021 - Spread basics, part 2
- 4/07/2021- Spread basics
- 3/31/2021 - Supply-chain troubles and daily life
- 3/24/2021 - Playing fixed income defense
- 3/17/2021 - Better economy, higher rates, fixed income adjustments
- 3/10/2021 - Economic foundations
- 3/03/2021 - Reading the yield curve tea leaves
- 2/24/2021 - Inflation Fears
- 2/18/2021 - Necessary beliefs
- 2/10/2021 - Either way, it's a big number
- 2/03/2021 - The trend is your friend
- 1/27/2021 - Leaning further