Posts by Carley Nuzzo
Portfolio Manager Insights | The Midterm Election and Long-Term Investing — 8.12.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
Read MoreVolume Analysis | Flash Update – 8.10.26
The Generals’ Resurgence, Breadth Breaks the Line August opened with a decisive counteroffensive from the generals. After weeks of rotation,
Read MoreMarket Commentary – July 2026
Financial markets were volatile in July and results were slightly negative declines. The key themes included: 1) the
Read MorePortfolio Manager Insights | Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions — 8.5.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
Read MoreVolume Analysis | Flash Update – 8.3.26
Broadening Holds, Supply Lines Still Need Fuel The S&P 500 closed higher on the week but, after stumbling early, closed
Read MorePortfolio Manager Insights | What Rising Real Yields Mean for Investors — 7.29.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
Read MoreVolume Analysis | Flash Update – 7.27.26
Strengthening Core The market finished lower on the week, but the story beneath the surface was more constructive than the
Read MorePortfolio Manager Insights | The AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More — 7.22.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
Read MoreVolume Analysis | Flash Update – 7.20.26
Broadening Holds While the Generals Take Fire The market remained under the shadow of the Iran war and the continuing
Read MorePortfolio Manager Insights | The Role of Cash in a Portfolio — 7.15.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
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