Market Update: Iran vs The World
March 6, 2026 – Below are some of my preliminary thoughts on the situation in the Middle East. We will be hosting a mid-quarter Live Market Update on Friday, March 13th. While this is a regularly scheduled discussion, we will focus on the war, its impact on the markets, and the prospects for the Middle East […]
February 2026 Monthly Markets Update
Executive Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and the Russell 2000 added +0.8%, as the rotation toward smaller and more value-oriented companies continued. In contrast, Large Cap Growth declined -3.4% and the Nasdaq fell […]
4 Strategies for Parents to Support Their Class of 2026 Graduate in a Tough Job Market
As published on Kiplinger For parents of the Class of 2026, current headlines can feel challenging. After years of tuition payments and academic rigor, the prospect of a “weak” entry-level hiring market — the softest since the pandemic — raises a fundamental question: Is the return on investment for a college degree diminishing? Remember that market cycles […]
Oil, War Duration, and a Weak Jobs Report – March 6, 2026
Good morning, There is not much in the way of fresh market insight this morning. For now, two variables are largely in control of market performance: the peak price of oil and the duration of the conflict—how high oil goes and how long it stays there. How long the war ultimately last. Both variables appear to have […]