02|17|2026
Tough Love | Market Thoughts | Feb. 13, 2026
This week was a lot of tough love for the technology sector. Will gains continue to be made elsewhere? Monday S&P 500 0.47% | NASDAQ 0.90% Momentum built to...
02|10|2026
Under the Microscope | February 6, 2026
A rollercoaster week for equities but volatility did fade. Will leadership continue in value stocks as growth is under the microscope? Monday S&P 500 0.54% | NASDAQ 0.56% The...
02|06|2026
Monthly Market Monitor | January – 2026
Markets were little changed last month. But a quick look at the monitor shows us that there may be a changing of the guard… Fixed Income: 2-Yr Treas Yield...
02|03|2026
January Barometer | January 30, 2026
January had its volatile moments, but all major equity indexes ended in the positive. Will the January Barometer be a reliable measure of success for the year? Monday S&P...
01|08|2026
Monthly Market Monitor | December – 2025
The month of December came and went without markets moving much. Does this signal anything specific for 2026? We are monitoring the situation, see our thoughts below. Fixed Income:...
12|17|2025
More but Less | December 12, 2025
The Federal Reserve cut rates 3 times in 2025. More rate cuts are going to happen, but less are forecasted in 2026. Monday S&P 500 0.35% | NASDAQ 0.14%...
12|03|2025
Monthly Market Monitor | November – 2025
Markets were moving and shaking, but the monitor looks boring when you look at the month-over-month numbers. What really went on??? Fixed Income: 2-Yr Treas Yield 3.47% | 10-Yr...
11|26|2025
Enough Fuel in the Tank? | November 21, 2025
Corporate earnings season is coming to a close. Will there be enough fuel left in the tank for equities? Monday S&P 500 0.92% | NASDAQ 0.84% Markets sunk to...
11|18|2025
Buck the Trend | November 14, 2025
The week started hot but ended mixed. Will markets buck the seasonal trend this year? Monday S&P 500 1.54% | NASDAQ 2.27% Monday provided little economic data as attention...
11|11|2025
One Basket | Nov. 7, 2025 | Market Thoughts
Markets fell as big earnings reports hinted at an overvalued equity market. Was this week a reminder to not have all your eggs in one basket? Monday S&P 500...