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February 14, 2025

Value Investing: Not Dead, Just Playing Possum (Part 1 of 2)

At-a-Glance: Key Takeaways on Value Investing & ...

February 14, 2025

Value Investing: Possum’s Revenge (Part 2 of 2)

At-a-Glance: Key Takeaways on Value Investing & ...

February 11, 2025

Resilience and Opportunity in 2025

Happy New Year! As we reflect on 2024, we entered the ...

February 11, 2025

Fixed Income Lessons from 2024

Fixed Income Insights Another year in the proverbial ...

December 9, 2024

Major Trend Index (11/2024)

The Major Trend Index was unchanged at a High Neutral ...

December 6, 2024

Balancing Volatility and Opportunity

Market Standoff Continued During the third quarter, ...

December 2, 2024

Earnings Almanac

The S&P 500’s estimated bottom-up operating EPS ...

November 15, 2024

The Falling Leaves, Drift by the Window

October is often a tough month for risk assets. Some ...

October 16, 2024

Elections, the Fed, and Uncertainty: Navigating the Fixed Income Market

Navigating the fixed income market is becoming ...

October 1, 2024

The Cyclical Nature of Large Cap Stocks and Why Large Cap Value Stocks May Be Ready to Take the Lead Again

As an experienced investment advisor, you’re well ...