Investment Commentary

Déjà Vu: Oil, Semi, Fed Move Markets

Q2 Market Recap: Broadening Beyond AI: A Strong Quarter for Stocks

Sharing Is Caring: Market Performance Breadth Improves

Hawkish Warsh and Declining Oil Prices Impact Risk Markets

Markets Target Escape Velocity: SpaceX IPO, Middle Eastern Deal, Fundamentals

IPO Markets Fighting Forces For Escape Velocity: Inflation, Rates, Labor and AI

Did You Know? Monaco Formula 1 (F1) Racing Winglets Manage Risk…

Chips and Geopolitics: May’s Risk On Cocktail

Bond Bears vs. AI Bulls: Inflation Fears Clash With Growth Optimism

Inflation Came In Hot Which Cooled Equity Markets

Middle East Uncertainty in the Face of Fundamental Earnings

Spring Surge: April Showers Watered a Bullish Market