Q1 Earnings Preview | Weekly Market Commentary | April 8, 2019

We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy.

Signs of Spring | Weekly Economic Commentary | April 8, 2019

Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.

Signals We See in Q1 2019 Results | Client Letter | April 4, 2019

Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth.

The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019

This week we share our "Final Four Factors" for the stock market in 2019: 1-Policy, 2-the Economy, 3-Rates, and 4-Profits.

Our Final Four For The U.S. Economy | Weekly Economic Commentary | April 1, 2019

A rebound in global conditions, capital expenditures, and sentiment may help fuel growth.

Yields’ March Madness | Weekly Economic Commentary | March 25, 2019

Last week, the 10-year Treasury yield fell below the 3-month yield for the first time since 2007.

Balanced Risk Reward | Weekly Market Commentary | March 25, 2019

Following the stock market’s recent move higher, coupled with a slightly weaker economic and corporate profit outlook, the risk-reward trade-off in stocks has become less attractive.

Portfolio Compass | March 20, 2019

No changes.

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