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Our Latest Insights

July 30, 2019

Notes and Thoughts Ahead of this Week’s Federal Reserve Meeting

Investors expect that the Federal Reserve will ease 25 basis points and that stocks will rally as a result. My feeling is that since this...
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July 19, 2019

2Q19 Quarterly Perspective

SUMMARY The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds.  US equities...
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June 28, 2019

Market Perspective for 6/28/19

The S&P 500 is up close to 4% since the last Update and about 6.5% since the June 3rd low.  And yet, nothing really seems different in...
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