Posts by Kara Nihan
Market Commentary – April 2026
The equity market posted a strong rebound in April, with the S&P 500 up 10.49%. This was the
Read MoreAssessing the Lasting Economic Effects of the Iran War – May 2026
The outbreak of war in Iran has introduced a classic geopolitical shock to the global economy, defined by
Read MoreMarket Commentary – March 2026
In the near term, this geopolitical shock is inflationary due to severe supply disruptions across energy markets and
Read MoreMarket Commentary – February 2026
After starting the year off strong, equity markets reversed course in February with the S&P 500 Index losing
Read MoreInternational Equities: A Clearer, More Consistent Framework – March 2026
Traditional asset‑allocation models typically recommend allocating a portion of an equity portfolio to international stocks. The rationale is
Read MoreMarket Commentary – January 2026
Equity markets began the year on strong footing, with the S&P 500 up 1.45% in January, though there
Read MoreMarket Commentary – December 2025
The Santa Claus rally ghosted Wall Street as stocks slipped in the final days of December. The S&P
Read MoreMarket Commentary – November 2025
The S&P 500 eked out a minor gain in November of 0.25%, marking the seventh consecutive positive monthly
Read MoreMarket Commentary – October 2025
The S&P 500 keeps grinding higher with October up another 2.34%, marking the sixth consecutive positive monthly return.
Read MoreMarket Commentary – September 2025
Animal spirits were alive and well in September as equity markets experienced strong gains with the S&P 500
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