Insights
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%,...
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of headlines this month to test...
Déjà vu on Track
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two...