Portfolio Compass | September 19, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000, even after the index broached that target September 17.

The Curious Case of Negative Yields | Weekly Market Commentary | September 16, 2019

There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives.

Grinding Higher | Weekly Market Performance | September 13, 2019

Equities continued to rise this week, sending the S&P 500 Index back over the 3,000 level and near its record high of 3,027.98 set July 26.

Trade, Tweets, and Grand Tetons | Weekly Market Performance | August 23, 2019

Equities investors endured another volatile week, book-ended by positive trade vibes Monday, August 19, only to be thrust into negative territory Friday, August 23.

Another Up Week on Trade Optimism | Weekly Market Performance | September 9, 2019

Equities rose during the holiday-shortened week as investors digested several geopolitical and trade headlines alongside a mixed batch of key economic data.

Market Insight Monthly | August 2019

U.S. economic data was mixed in August, reflecting the complicated macro economic environment in the midst of high trade uncertainty.

Corporate Earnings Outlook | Weekly Market Commentary | September 9, 2019

We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to economic growth and corporate profits from the ongoing trade conflict between the United States and China. Until we get clarity...

The Dog Days of Summer | Client Letter | September 4, 2019

Fundamentals of the U.S. economy remain solid even as trade uncertainty weighs on investor sentiment.

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