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Volume Analysis | Flash Update – 10.5.26
DOJI Know? The week closed with the market standing at another crossroads. Wednesday, the final trading day of the 3rd
Read MorePortfolio Manager Insights | What 7% Mortgages Mean for Housing and the Economy — 9.30.26
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 – 9.28.26
Generals Press the Advance While the Ranks Continue in Retreat The bulls jumped out to a strong start on Monday,
Read MorePortfolio Manager Insights | Beyond the Headlines: Fed Rate Hikes and Long-Term Portfolios — 9.23.26
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 – 9.21.26
Decision Candle on the Front Lines The market entered the week on uncertain footing, then reached an important crossroads following
Read MoreInitial Public Offerings – September 2026
On June 12, 2026, SpaceX became a publicly traded company, raising $75 billion and making it the largest
Read MoreExecutive Equity Compensation and the Rest of Your Financial Life
Golden handcuffs are the unvested equity, deferred compensation and retention awards that make leaving a company expensive. For pharma and
Read MorePortfolio Manager Insights | A Closer Look at the Stock Market: Style, Size, and Regions — 9.16.26
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 – 9.14.26
The market entered the shortened Labor Day week with its ranks already stretched near elevated ground. Most days traded on
Read MorePortfolio Manager Insights | What’s Driving Portfolios: The Impact of High Oil and Copper Prices — 9.9.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
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