On the men’s side, Auburn, Michigan State, Texas Tech, and Virginia are headed to Minneapolis to determine this year’s college basketball national champion.
The Stock Market’s Final Four | Weekly Market Commentary | April 1, 2019
read more
Research
Balanced Risk Reward | Weekly Market Commentary | March 25, 2019
Risk-reward trade-off in stocks has become less attractive following recent gains.
Yields’ March Madness | Weekly Economic Commentary | March 25, 2019
Investors are becoming increasingly impatient, even as the Federal Reserve (Fed) doubled down on patience at its March meeting.
Portfolio Compass | March 20, 2019
Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.
Market Insight Monthly | February 2019
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.
An Attention-Grabbing Jobs Report | Weekly Economic Commentary | March 18, 2019
A disappointing February jobs report, released March 8, has increased concerns about a slowing U.S. economy among some market participants.
Movin on Up (in Market Cap) | Weekly Market Commentary | March 18, 2019
Large caps may be better positioned than small caps, given where we are in the business cycle.
Modest Pullback Or Something Bigger? | Weekly Market Commentary | March 11, 2019
Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead.
Main Street Sentiment At 7-Year Low | Weekly Economic Commentary | March 11, 2019
Pessimism has rapidly infiltrated Main Street’s outlook, according to the Federal Reserve’s Fed) latest edition of the Beige Book.
Bull Market Reaches 10 Years | Client Letter by John Lynch | March 7, 2019
The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991.