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Market Commentary – August 2025

By Kara Nihan | September 9, 2025
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Equity markets rallied in August as second quarter earnings reports generally beat expectations. The S&P 500 index total

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Portfolio 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 forRead more
Date: 2026-09-09
Source: Kingsview Insights
By Carley Nuzzo
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Market Commentary – August 2026
Returns in financial markets were generally positive in August. Equities performed well after a very solid second-quarter earningsRead more
Date: 2026-09-08
Source: Maple Capital Insights
By Kara Nihan
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Volume Analysis | Flash Update – 9.8.26
Generals and Troops Poke Their Heads Out of their Bunkers The week started out on poor footing, but the bullsRead more
Date: 2026-09-08
Source: Kingsview Insights
By Buff Dormeier
9 2 26 chart 2
Portfolio Manager Insights | The Fed’s AI Dilemma: Long-Term Perspectives— 9.2.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean forRead more
Date: 2026-09-02
Source: Kingsview Insights
By Carley Nuzzo
Schd iwm qqq rsp chart
Volume Analysis | Flash Update – 8.31.26
Broadening Pause, Generals Assume Command This week’s battlefield staged a broadening pause as generals attempted to reassume command. The S&PRead more
Date: 2026-08-31
Source: Kingsview Insights
By Buff Dormeier
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Portfolio Manager Insights | Tariff Refunds and the National Debt: What They Mean for Investors — 8.26.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean forRead more
Date: 2026-08-26
Source: Kingsview Insights
By Carley Nuzzo
Rsp qqq iwm schd chart
Volume Analysis | Flash Update – 8.24.26
Broadening Holds While the Generals Take Some Fire The year began with a first-quarter selloff in which price weakened moreRead more
Date: 2026-08-24
Source: Kingsview Insights
By Buff Dormeier
Kingsview Partners Welcomes Partner | Wealth Manager Ty Robinson, CFP®, CEPA®, AWMA™
Ty operates his practice from Robbinsville, New Jersey, serving executives, corporate leaders, business owners, and families across Hamilton, Robbinsville, Princeton, and surroundingRead more
Date: 2026-08-21
Source: Kingsview Insights
By Steven Lubrano
8 19 26 chart 1
Portfolio Manager Insights | What’s Driving Stocks, Bonds, and All-Time Highs — 8.19.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean forRead more
Date: 2026-08-19
Source: Kingsview Insights
By Carley Nuzzo
Schd qqq rsp iwm spy chart
Volume Analysis | Flash Update – 8.17.26
Broadening Holds Formation Last week, in my interview with Quasar Markets, I suggested it would be a healthy development ifRead more
Date: 2026-08-17
Source: Kingsview Insights
By Buff Dormeier
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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 forRead more
Date: 2026-08-12
Source: Kingsview Insights
By Carley Nuzzo
Gld slv xlk chart
Volume 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 more
Date: 2026-08-10
Source: Kingsview Insights
By Buff Dormeier
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Market Commentary – July 2026
Financial markets were volatile in July and results were slightly negative declines. The key themes included: 1) theRead more
Date: 2026-08-06
Source: Maple Capital Insights
By Kara Nihan
8 5 26 chart 1
Portfolio 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 forRead more
Date: 2026-08-05
Source: Kingsview Insights
By Carley Nuzzo
Volume 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, closedRead more
Date: 2026-08-03
Source: Kingsview Insights
By Buff Dormeier
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Information presented is for educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any securities. Koehler Asset Management's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services are offered through Koehler Asset Management, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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