Our Thoughts

Beneath the recent volatility, leadership is shifting. We sat down with Russ Visch to discuss market structure, sector rotation, and why this pullback looks like a pause, not a pivot. A timely technical lens on a noisy market environment....

Our outlook on the markets from our March 2026 market commentary...

March reminded investors that shocks happen fast, but opportunities often follow. Volatility late in the month gave us room to lean into areas aligned with late cycle resilience....