The Market in Pictures, April 17

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a historic equity surge against negative sentiment, the changing US energy impact, and growth trends in corporate earnings and...

Simple Formulas: Simple Beats Complex

Things are often made more complicated than they need to be. Take basketball as an example. Modern basketball analytics have created a whole new language within the sport. Outsiders have no clue what it means, and insiders waste time on stuff that doesn’t matter. Boy,...

The Market in Pictures, April 10

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations during one of the more complex backdrops in recent memory. From tariff uncertainty, shifting leadership, and macro crosscurrents that don’t fit neatly...

The Market in Pictures, April 2

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from 5% pullbacks to equity valuations, energy strength and software weakness, and rising interest expense in the US and abroad....

Rearview to Windshield, April 2026

Quarter Market Recap – A Resilient Market: Domestic and International markets were not a “safe space” for the risk-averse investors in Q1 2026. The quarter was defined by a sharp shift from early optimism to pronounced volatility, as geopolitical shocks and macro...