The Market in Pictures, October 3

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from buzzy stocks to profit margins, to data centers and a solid economy, to weak housing and limited equity supply. Have a great...

Rearview to Windshield, October 2025

Market Recap September 2025 – Life Certainly Looks Like Easy Street in the Equity Markets: It’s always easier when the markets are going up. Equities have continued to press to all-time highs, and long rates have continued lower. We find it difficult to poke too many...

The Market in Pictures, September 26

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from buzzy stocks to profit margins, to data centers and a solid economy, to weak housing and limited equity supply. Have a great...

The State of Bonds Entering Q4

Tug of War:  Goods vs Services Inflation   Goods inflation is rising because of tariffs, while the rise in services prices stabilizes.   Source: Apollo. As of 9/22/25.   As a whole, 72% of CPI components are growing faster than the Fed’s 2% inflation...

The Market in Pictures, September 19

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from FOMC outlooks to inflation and rates, consumer spending across income and wealth levels, market and earnings breadth, and US markets...