In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t
The melt‑up in the metals market that defined 2025 has extended its strength into the early weeks of the new year, reinforcing the commodity sector’s
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty
We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient
Investor sentiment dramatically changed after Treasury Secretary Scott Bessent and other members of the Trump administration announced a temporary pause on tariffs with China. Was
Last week we were able to check several of the boxes on our stock market bottoming process checklist. Panic-level fear in investor surveys? Check. Volatility
Fourth-quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from
Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact
