With a week as jam-packed with economic data, earnings, and events as last week, it’s no surprise it ended with a bout of volatility. Stocks broadly treaded water for most of the week as market participants digested the latest big tech earnings

On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA)”, a far-reaching piece of legislation that will impact the U.S. investment landscape for years to come. While there is an incredible amount of detail in th

Q2 2025 Earnings Season: Management Teams Cautiously Optimistic

Slightly over 20% of S&P 500 companies have reported earnings for the second quarter (less if measured by market cap) and so far, it appears that results are good enou

Small cap equities remain one of the most paradoxical asset classes — frequently dismissed yet frequently cited as a contrarian buying opportunity on attractive valuations but often dissed by markets. This intrinsically intriguing enigma is roo

In the first half of 2025, several key market forces we identified at the start of the year — rising uncertainties tied to the new U.S. administration’s policy shifts, increased market volatility, and the testing of elevated U.S. equity v

Domestic equities have been on an amazing run over the past 67 days since the stock market low on April 8. The S&P 500 Index surged over 23% off the low as concerns over tariffs eased, corporate earnings surprised to the upside, and economic acti

What Is the Russell Reconstitution?

On Friday, June 27, FTSE Russell’s U.S. Indexes went through their annual reconstitution, effectively refreshing the breakdown of equities by market capitalization (cap) (large, mid, and small

Retail investors are generally defined as non-institutional market participants who trade their own personal accounts rather than making trades as part of a larger financial institution. Retail investor influence over capital markets has increased as

Gold has climbed nearly 80% over the past three years, with most observers crediting central bank accumulation as the primary driver — and they're not wrong. For three consecutive years, global central banks have added over 1,000 metric ton

Parenting is hard. How do you explain to your upset child why you took your other child for ice cream to celebrate their “B” in math when you simply said “congrats” on their own “A” in math? There may be a perfectl