Insights
Wicked rotation, solid fundamentals
The S&P 500 finished the month down 0.9%, while the 10-year Treasury yield declined to 4.91%, in a market that can...
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...
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...