The Optimist’s Case
By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” — George Bernard Shaw In a market environment often clouded by uncertainty, the…
By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” — George Bernard Shaw In a market environment often clouded by uncertainty, the…
By Keith Gangl, CFA® The stock market’s second half began where the first half ended with continued strength and continuing its winning ways. The S&P 500 gained 2.24% in July while…
By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market…
By Keith Gangl The first half of 2025 is now in the books, and it proved to be a memorable period for investors. As June ended, the stock market, as…
By Tyler Ellegard After years of US stock market dominance, international stocks are staging a comeback in 2025. So far this year, international developed and emerging markets have outperformed their American…
By Keith Gangl Following a volatile April, May delivered a remarkable turnaround with normalized volatility and impressive stock market returns. The Wall Street adage of "sell in May and go away"…
By Lisa Schreiber As we are entering the warmer months of the year, investors experienced some April-like weather in the stock market last month. Adding to the uncertainty, one of Wall…
By Keith Gangl April is one of the shortest months in the calendar year, yet the market volatility made it feel extraordinarily long. As we discussed over the last few months,…
By Keith Gangl The speculation about potential tariff impacts on the US economy and markets has been pervasive since February. President Trump’s April 2 announcement, proclaimed as “Liberation Day,” surprised markets…
By Jeremy Bryan Markets are facing a season of change in how Washington manages trade policy with other countries and how that change will influence future consumer spending and business growth.…