March may have been a troublesome month for copper, but April seemed to show that the prior month’s sell-off might…
Momentum and growth had something to say about the shift to value/quality investing in April. The two factors dominated last…
According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 682,000 in March. This…
SUMMARY “Yield Matters” but investors cannot ignore real yields. Real yields are attractive near 2% despite rising inflation, in our…
Advisor clients have myriad goals and needs for their portfolios — but this year, delivering on them has gotten more…
S&P 500 Posts Best Month Since November 2020 Despite lingering geopolitical tensions, higher oil prices, and renewed inflation concerns, equities…
Bitcoin portfolios are entering a new phase as traditional financial giants build the plumbing that’s transforming digital assets from a…
Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from…
The U.S. economy showed a mix of resilience and policy friction as April concluded. While the Federal Reserve maintained current…
For years, the search for high-quality, cash-generating businesses has been a predominantly American story. But that is changing, and for…