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July 23, 2026 | Newsletters

Market Breadth Broadens in 2026: Mid-Year Outlook

​This commentary was prepared for clients on July 2, 2026.   The second quarter ended very differently than it began. When we last wrote in April, markets were wrestling...

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Certainly Uncertain

Certainly Uncertain

​The year began on a strong footing for financial markets, but that changed quickly as February came to a close with the sudden onset of military action involving Iran.  As one...

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WILD RIDE TO NEW HIGHS!

WILD RIDE TO NEW HIGHS!

The second quarter of 2025 brought a wave of global upheaval and domestic political tension, which unnerved investors. Despite market volatility, major indexes finished the first...

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