223 results found
Daily Market Commentary
To address the many emails we received, we present our take on the Supreme Court’s tariff ruling. First, President Trump has multiple ways he can implement trade restrictions beyond what the Supreme Court ruled against. In fact, he implemented a 150-day 15% global tariff after the court’s ruling. As we share below, the effective tariff […]
Invest
“China is dumping US Treasuries to get out of the dollar.” This claim has been circulating the mainstream feeds lately, with the narrative that the “end of the dollar is near,” or “the US will lose its funding base” and the “bond yields will surge.” But are those claims valid? Such is what we will […]
Newsletter
Markets stumbled into February, a historically weak month. February tends to deliver modest returns, with average performance trailing the stronger gains typically seen in January and March.
Economics
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The "reflation narrative" is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation
Newsletter
Markets ended the week mixed as investors processed the Federal Reserve’s latest policy decision, rising geopolitical tensions, and the early results of the S&P 500 earnings season. The Fed held the federal funds rate steady at 3.50–3.75 percent, as expected. Chair Jerome Powell maintained a neutral stance, noting that inflation is moving toward the target, but the labor market remains tight enough to avoid immediate policy shifts. There was no indication of a near-term rate cut, but Powell left the door open for adjustments later in the year if inflation continues to ease and economic activity slows.
Uncategorized
The 2026 Economic Summit brought together forward-thinking investors, advisors, and industry leaders for two days of timely insights, candid conversations, and actionable takeaways on the future of money, markets, and technology. A Strong Start: VIP Pre-Event Mixer The event kicked off on Friday evening, January 16, with an intimate VIP Pre-Event Mixer. Attendees from all […]
Invest
The year ahead presents both a bullish and bearish case for investors. Will 2026 be another year of above-average returns, or will it be a year of disappointment? The bulls argue that the key ingredients for a sustained rally are in place
Daily Market Commentary
With a 4.4% increase in economic growth in the third quarter and expectations that it could be higher in the fourth quarter, the so-called reflation narrative appears primed to dash out of the gates in 2026 at its current strong pace. The problem with assuming the reflation narrative will hold in 2026 is that it […]
Newsletter
This week's markets were driven by headline risk, economic uncertainty, and the early innings of earnings season. With the markets closed last Monday for the Martin Luther King holiday, U.S. equities sold off sharply on Tuesday. President Trump’s tariff threats against key European allies, tied to a controversial push for Greenland, triggered that selloff across global equity markets. The S&P 500 dropped more than 2%, while the Dow and Nasdaq logged their worst single‑day percentage losses in three months, stoking fears of renewed trade conflicts just as markets were trying to stabilize after year‑end weakness. European equities slid sharply, with major indices such as Germany’s DAX and France’s CAC 40 falling over 1% amid the tariff shock.