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Investment Markets
The American Economic Miracle: 46 Years in the Market
Several days ago, I was visiting with a good friend and client about the current state of the capital markets, and I shared a few experiences from my career. Shortly thereafter, I thought, “I should write this down and share it, as many would find the historical American Economic Miracle quite fascinating.”
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Investment Markets
August 2026 Market Commentary
Markets mostly advanced in August as strong corporate earnings, continued artificial-intelligence investment, and resilient business activity outweighed softer labor and consumer data. The S&P 500 gained 2.7%, International Developed equities gained 2.5%, and Emerging Market…
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Investment Markets
July 2026 Monthly Market Commentary
Markets finished July with mixed results as strong corporate earnings and continued investment in artificial intelligence were offset by slower economic growth, renewed energy-price pressure, and a more divided Federal Reserve. The S&P 500 was approximately flat for the month…
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Investment Markets
2026 Mid-Year Review & Outlook
The first half of 2026 was a good reminder that successful investing requires distinguishing between sensational headlines and the long-term forces that drive portfolio returns. At the beginning of the year, investors questioned whether the U.S. economy could avoid recession…
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Investment Markets
Scanning the Horizon – Capital Markets
I am not surprised with the three-year 80%+ gain of the US equity market (SP 500)! Corporate profits and labor productivity gains were fairly well forecasted in our outlook from early June of 2022: we stated that inflation was transitory rather than structural (CPI hit a 9%…
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Investment Markets
Waiting for the Bottom to Fall? How the Stock Market Reacts to Presidential Elections
Presidential elections in the U.S. can elicit strong emotions and anxiety for investors and often bring significant attention to the stock market, as investors anticipate how political outcomes might influence economic policies. Historically, market behavior around election…
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