here’s something comforting about dividends. For decades, investors have turned to them as tangible proof that a company is generating real cash flow and is willing to share it.
When evaluating the integration of gold and bitcoin into their investment strategy, investors should carefully examine both their similar properties and fundamental differences. These assets are frequently positioned as alternative value repositories, particularly valuable during periods of macroeconomic volatility and uncertainty.
During the third quarter of 2025, the U.S. markets demonstrated notable resilience despite facing a complex mix of trade tensions, policy shifts, and economic sector-specific developments.
Equities thrive when discount rates are low. Cheap capital inflates the present value of future cash flows, giving companies more leeway to finance growth and investors more willingness to pay higher multiples.
Markets entered the second half of 2025 with renewed optimism, though not without turbulence earlier this year.
Globalt remains conservatively positioned with an underweight in global equities, and neutral duration in fixed income.
"This earnings season is critical". We've heard that line before, but this time we believe it really is.
Morale has taken a quick turn for the worse since the middle of February.
The fourth quarter of 2024 was not just a period of optimism and recovery but also one of reflection and recalibration.
In December, most strategists predicted positive returns for the S&P 500 in 2025. The range of reasonable outcomes for stocks is wide.
Inflation remains the steadying factor in the Fed’s hand, but the Fed's intentions for next year are not likely unanimous.
As a result of the election and rate cuts, the stock market indices surged to new highs in anticipation of lower taxes & looser regulations.
The Fed lowered rates last month, so why are interest rates higher? More context helps clarify the disconnect between the Fed and the market.
Supply chain disruptions related to the port workers’ strike loom, the impacts of which we know can be incredibly destructive.
Chair Powell successfully staved off hard landing concerns by reiterating the FOMC is confident in economic growth and inflation progress.
Rotation - The Earth's axis has an inclination of 23.5 degrees relative to its orbital plane around the sun.
