April 10th, 2026
Unfolding events in the Middle East continue to be the primary driver behind market movements due to their impact on global energy supply. While a cease fire is better than no cease fire, the US and Iran are still very…
March 27th, 2026
Markets continue to rise and fall on speculation related to the conflict in Iran. While it’s certainly possible that some sort of resolution could come in the next week or two, we believe the markets have been too optimistic and…
March 20th, 2026
Stocks had their fourth-straight losing week as the Iran conflict continued to push energy prices higher. One month ago, oil traded around $66 per barrel and is now hovering around $96. In spite of the potential long-term effects of conflict…
March 13th, 2026
Stocks slipped a little lower this week before showing signs of stabilization on Friday morning. The war in Iran and subsequent attacks on civilian shipping in the Persian Gulf continued to weigh on markets this week, sending oil prices over…
March 6th, 2026
It was a tough week for stocks as markets woke up Monday morning to the news that the US and Israel had begun military strikes against Iran, shifting investors primary focus away from AI and the economy, but now to…
February 27th, 2026
After starting the year positive in January, popular US stock indices, such as the S&P 500 (blue) and the Nasdaq (red), are looking to finish February lower and are now relatively flat year-to-date. Bonds (pink) have recovered from their slow…
February 13th, 2026
Markets continued to punish companies and sectors perceived to be most negatively exposed to AI disruption. Last week it was software companies, but this week it was financial services companies and office real estate. “Los Angeles-based Altruist on Tuesday announced…
February 9th, 2026
Nervous tech investors rocked the markets this week as the tech-heavy Nasdaq index lost more than $1.5 trillion in market value according to CNN and FactSet data. It was the worst 3 days for the index since the major tariff…
January 23rd, 2026
It was a simple market this week. Monday was a national holiday and US markets were closed. Tuesday saw major stock indices tumble in their worst day since October on concerns over comments made by President Trump regarding Greenland and…
January 16th, 2026
Markets have remained very resilient in the new year while facing a multitude of potential distractions, both domestically and abroad. Stock indices are hovering near their all-time highs, focusing on AI, earnings, and the economy. While we won’t have any…
