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Insights

Timely market commentary, analysis, and thought leadership to help you stay informed.

December 16, 2022

The Markets Always Look Ahead, But…

Happy Holidays to Everyone and I hope you are enjoying a nice, relaxing holiday season.  It seems like every day gets a…

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December 2, 2022

Stringing Christmas Lights

Welcome back from Thanksgiving and I hope you all had a nice break with your family and friends.  November 2022 is in…

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November 18, 2022

You Can’t Have One Without the Other

Peanut butter and jelly.  Bread and butter.  Night and day.  Newton’s third law: for every action, there is an equal and opposite…

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November 11, 2022

In Due Time

We’ve had a busy week in the markets this week between a crash in the crypto market with the fall of FTX,…

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October 28, 2022

Is The Market Spooked?

This week, the market showed us a mixed bag as disappointing earnings came out from big tech which led to several choppy…

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October 14, 2022

What are the Academics Saying?

Last week, I attended a seminar hosted by SPDR funds on campus at The Kellogg School of Management at Northwestern University just…

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October 7, 2022

That Was a Classic Head Fake

This week, we saw back-to-back rallies with huge up days on Monday and Tuesday.  But since then, the market has been a…

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October 3, 2022

Is TARA the New TINA?

We continue to see more of the same this week with a market in flux as it continues to navigate a variety…

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