Insights
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...
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year,...