Rearview to Windshield, June 2025

Market Recap – May 2025: To some, it may feel miraculous that the S&P 500 is now positive on the year – which was a new development during the month. March and April should be categorized as having apocalyptic soft data, which is also known as survey data, but...

The Market in Pictures, May 30

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 and the economy, to international comps and DC taxes and spending. Enjoy!   John Luke: The S&P 500 has developed...

The Market in Pictures, May 23

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 rising yields and the economy, to earnings and tariffs and valuations. Enjoy!   Beckham: Rising yields is not just a U.S....

The Market in Pictures, May 16

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 the market bounce and poor sentiment, to earnings and the economy, to expectations for large vs. small stocks. Enjoy!  ...