More Resources
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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) the
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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 for
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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, closed
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Portfolio 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
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Volume 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
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Portfolio 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
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Volume 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
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Portfolio 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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Volume Analysis | Flash Update – 7.13.26
Early July Fireworks, Broadening Still Under Review This past week, the S&P 500 rose more than 1% on light volume,
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Portfolio Manager Insights | The Dollar, Gold, and Bitcoin: Explaining Recent Volatility — 7.8.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
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Market Commentary – June 2026
The S&P 500 and Nasdaq closed out Q2 2026 with their largest quarterly gains since Q2 2020 with
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Volume Analysis | Flash Update – 7.6.26
Broadening While the Generals Rest The market closed higher on the week, but the battlefield remained largely contained inside last