The Market in Pictures, November 14

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 earnings vs. the economy, inflation expectations, economic contributors and detractors, and the challenges of owning quality stocks...

The Market in Pictures, November 7

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 an amazing run for low quality/high beta stocks, to the government shutdown, to earnings and inflation, and more on AI spending....

Rearview to Windshield, November 2025

Market Recap October 2025: The seasonals did not seasonal, as a historically known weak month, had strong returns for risk assets. In October 2025, the U.S. stock market delivered robust gains, with the S&P 500 climbing about 2.3% and setting new all-time highs,...

The Market in Pictures, October 31

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 an amazing run in stocks to those left behind, to the FOMC and inflation, and housing. Happy Halloween!   Brian: Maybe it’s...

The Market in Pictures, October 24

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 strength expanding to earnings dominance, US-China competition, and implications of easy money. Have a great weekend!  ...