Categories
Research Publication

A Trump Second Term: Upside and Risks | Weekly Market Commentary | August 31, 2020

We continue to believe the election remains a coin toss.
Categories
Research Publication

A Biden Presidency: Upside and Risks | Weekly Market Commentary | August 24, 2020

Potential market impact if former VP Joe Biden is elected president, including taxes, regulation, initiatives, and governance.
Categories
Research Publication

5 Earnings Season Takeaways | Weekly Market Commentary | August 17, 2020

Corporate America delivered on expectations during a second quarter earnings season that some are calling the biggest upside surprise ever.
Categories
Research Publication

Global Portfolio Strategy | August 11, 2020

Stocks continued to rally in July despite elevated COVID-19 cases in many US states and globally.
Categories
Research Publication

Dissecting The Disconnect| Weekly Market Commentary | August 10, 2020

Markets are looking forward to better days ahead.
Categories
Research Publication

Client Letter | Positive Territory | August 6, 2020

The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling.
Categories
Research Publication

Calendar Concerns and Gold Gains| Weekly Market Commentary | August 3, 2020

Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together.