Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

November Market Commentary: Government Shutdown, Labor Slowdown, but the Economy is Holding

October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to ...

November Market Commentary: Government Shutdown, Labor Slowdown, but the Economy is Holding

October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to ...

October Market Commentary: Is the Market Tuning Out Noise or Ignoring a Warning Siren?

September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve ...

October Market Commentary: Is the Market Tuning Out Noise or Ignoring a Warning Siren?

September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve ...

Understanding Private Equity Risks in 2025: What Individual Investors Need to Know

The private equity industry has always thrived on mystique — glossy reports, confident fund managers, and promises of “uncorrelated returns.” But 2025 is shaping up ...

Understanding Private Equity Risks in 2025: What Individual Investors Need to Know

The private equity industry has always thrived on mystique — glossy reports, confident fund managers, and promises of “uncorrelated returns.” But 2025 is shaping up ...

September Market Commentary: Lower Rates, Higher Inflation?

August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs ...

September Market Commentary: Lower Rates, Higher Inflation?

August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs ...

August Market Commentary: The Silly Season Gets Serious

July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends ...

August Market Commentary: The Silly Season Gets Serious

July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends ...

July Market Commentary: Calm Markets, Noisy Headlines

June Recap and July Outlook June brought a complex mix of market-moving headlines. Heightened geopolitical tensions, particularly U.S. involvement in Iran, coincided with continued uncertainty ...

July Market Commentary: Calm Markets, Noisy Headlines

June Recap and July Outlook June brought a complex mix of market-moving headlines. Heightened geopolitical tensions, particularly U.S. involvement in Iran, coincided with continued uncertainty ...

June Market Commentary: The Limits of Data in an Ever-Changing Environment

May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be ...

June Market Commentary: The Limits of Data in an Ever-Changing Environment

May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be ...

May Market Commentary: Does Volatility + Uncertainty Equal Recession?

April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and ...

May Market Commentary: Does Volatility + Uncertainty Equal Recession?

April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and ...

April Market Commentary: A Shock to the System: Tariffs, Stagflation, and Market Corrections

March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from ...

April Market Commentary: A Shock to the System: Tariffs, Stagflation, and Market Corrections

March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from ...

Tariffs, Inflation, and Taxes: Where’s the Balance?

February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or ...

Tariffs, Inflation, and Taxes: Where’s the Balance?

February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or ...