Newsletter & Commentary

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....

With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....