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How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

by arleneadmin | May 30, 2023 | Research, Weekly Market Commentary

The mega-cap technology companies have powered the broad market higher this year. In fact, the 8.1% gain in the S&P 500 year to date has been driven entirely by six mega-cap stocks: Apple (AAPL), Microsoft (MSFT), NVIDIA (NVDA), Meta (META), Amazon (AMZN), and...
Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023

Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023

by arleneadmin | May 22, 2023 | Research, Weekly Market Commentary

Economists like to remind us there is no such thing as a free lunch. In investment parlance, that just means all investments carry risk—even cash. And the big risk with cash is reinvestment risk. That is, while short term rates are currently elevated, the risk is...
Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023

Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023

by arleneadmin | May 15, 2023 | Research, Weekly Market Commentary

First quarter earnings season is nearly complete, and it has caused us to regret titling our earnings preview commentary on April 10, “Malaise Continues.” While the “better than feared” label fit the past couple of earnings seasons quite well, based on the magnitude...
King Dollar Still Rules | Weekly Market Commentary | May 8, 2023

King Dollar Still Rules | Weekly Market Commentary | May 8, 2023

by arleneadmin | May 8, 2023 | Research, Weekly Market Commentary

Much has been written lately about the threats facing the reserve currency status enjoyed by the U.S. dollar. “De-dollarization” headlines appear on a near-daily basis, suggesting the dollar’s reign is in looming jeopardy, while counter arguments point out there isn’t...
Sell in May? | Weekly Market Commentary | May 1, 2023

Sell in May? | Weekly Market Commentary | May 1, 2023

by arleneadmin | May 1, 2023 | Research, Weekly Market Commentary

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries and stories in the financial press floods in about this popular, but overused, stock market adage. Here we take our annual look...

Recent Posts

  • Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023
  • How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
  • Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023
  • Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023
  • King Dollar Still Rules | Weekly Market Commentary | May 8, 2023

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