Next Phase of the Business Cycle

The economy has officially surpassed pre-pandemic levels after the sharpest recession and recovery in history. That this took place in less than a year and a half is not only remarkable but has also created opportunities for investors.

Value vs. Growth: What’s the Difference?

Week In Perspective: Economic Data Keeps Bulls Running [6-Aug-21]

The stock market muscled out another trio of record closing highs for the S&P 500 (+0.9%), Nasdaq Composite (+1.1%), and Dow Jones Industrial Average (+0.8%) this week, as risk sentiment was supported by an encouraging round of economic data.

Week In Perspective: Market Weighed Down by the Mega-Caps [30-Jul-21]

The S&P 500 (-0.4%), Dow Jones Industrial Average (-0.4%), and Nasdaq Composite (-1.1%) ended the week in negative territory, more so the Nasdaq, after setting intraday and record highs to start the week. The Russell 2000 outperformed and gained 0.8%.

Climbing The “Wall of Worry”

There's a lot going on in the world right now. I almost cringe when I hear myself say that, because it is, quite literally, always true. And the financial media is beginning to recycle one of their favorite terms - climbing the "wall of worry."

Week In Perspective: Market Rebounds Into Records [23-Jul-21]

The S&P 500 (+2.0%), Dow Jones Industrial Average (+1.1%), and Nasdaq Composite (+2.8%) ended the week at record highs, as investors embraced a buy-the-dip mindset and piled into the largest stocks in the market after a rough start to the week.

IPOs, SPACs, and Direct Listings: All Paths to the Same Place

Investors have long recognized that the reasons why companies elect to go public include access to greater fundraising opportunities, improved liquidity for investors, and/or a lower cost of capital. More recently, however, investors have considered the implications related to how companies go public.

Markets Hit a Rough Patch

As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more.

Week In Perspective: Treasury Market Disrupts Stocks [16-Jul-21]

The week started with the S&P 500 (-1.0%), Nasdaq Composite (-1.9%), and Dow Jones Industrial Average (-0.5%) closing at record highs, but that's about as good as it got. They each finished lower as the market turned defensive while the real loser was the Russell 2000 (-5.1%) with a 5% decline.

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Recent Articles

Next Phase of the Business Cycle

Value vs. Growth: What’s the Difference?

Week In Perspective: Economic Data Keeps Bulls Running [6-Aug-21]

Week In Perspective: Market Weighed Down by the Mega-Caps [30-Jul-21]

Climbing The “Wall of Worry”

Week In Perspective: Market Rebounds Into Records [23-Jul-21]

IPOs, SPACs, and Direct Listings: All Paths to the Same Place

Markets Hit a Rough Patch

Week In Perspective: Treasury Market Disrupts Stocks [16-Jul-21]

Week in Perspective: Small Gains [9-July-21]

5 Things to Watch in the Second Half of 2021

Quarterly Market Review and Commentary – July 2021

A Tale of Two Infrastructure Deals

Week in Perspective: New Highs [25-June-21]

The Markets Mildly Adjust

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