As most of the large cap homebuilders have reported quarterly earnings, we think it’s a good time to check in on the industry, and whether the sell-off fully reflects the near-term headwinds they are facing. The “Big 4” S&P 500

Spring break came and went, and market watchers will soon turn their calendars and put April in the history books. This month, U.S. stocks experienced record trading volume, historic intra-day price swings, and widespread technical damage as a storm

It was quite the week in the Treasury market last week, which was influenced by multiple factors: sticky inflation expectations, the Federal Reserve's (Fed) patient stance, rumors of foreign buyer boycotts, hedge fund deleveraging, portfolio reba

The sharp declines in U.S. equity indexes over the past week were unsettling, but far from unprecedented. Historically, similar sell-offs have occurred at least 14 other times in the past century under strict definitions of what constitutes a "w

After last week’s eyebrow-raising selloff and a roller coaster session on Monday, U.S. equities attempted to claw back a portion of their recent losses yesterday. Markets initially cheered potential trade deals that could be around the corner f

The announcement of higher-than-anticipated tariffs during President Donald Trump’s self-proclaimed “Liberation Day” last week rattled markets, briefly pushing U.S. equities into a bear market — characterized by a decline of 2

After much anticipation, the tariff band-aid was finally ripped off yesterday. Unfortunately for those expecting the news to be relatively painless, they were left disappointed with discomfort as the White House rolled out 10% universal tariffs on al

Defining Moments in History 

Anyone who remembers the joy of visiting airports in the pre-9/11 era knows how drastic security changes affect today’s flying experience. The Great Financial Crisis, another defining moment in hi

Investors are often eager to see how the funds or managers they use (or are considering) have performed compared to indexes or peer groups over the trailing 3- and 5-years. It is understandable why investors want to own funds or managers with a recor

Greener grass appears to be growing outside of the U.S. Attractive valuations, the prospect of easing global financial conditions coupled with fiscal support, and a drop in the U.S. dollar have been key catalysts behind the outperformance of internat