A Market Rebound. Stocks weathered a tough sell-off in October, marking a third straight losing month for investors during a historically weak seasonal period.  However, the market is mounting...

2023 Rally Stalled in Q3 The momentum established at the start of the year extended into the early quarter.  However, rising global bond yields, mounting concerns over rising inflation, and...

Q3 Recap. The market’s rally faded in the third quarter. Rising global bond yields, continuing investor concerns over inflation, and worries about the economic outlook all impacted the primary indices.  As...

August Recap. Following a steady rally through the year’s first half and into July, stocks consolidated during the back half of the summer season.  August’s trading was characterized by choppy swings in...

Decoding Artificial Intelligence and Its Impact on Investing The debut of ChatGPT in November 2022 marked a turning point in the world of artificial intelligence.    As the language model emerged into...

Positive Momentum. The first half of 2023 has brought a welcome market recovery, with investors benefiting from positive equity returns and more attractive income opportunities in the bond market.  Stocks...

Mixed May for Markets. Stocks recorded modest overall gains in May, after positive earnings surprises and the passing of the debt ceiling bill fostered a month-end rally.  Returns contrasted starkly within...

A Period of Consolidation. After a positive start to the year, financial markets entered a holding pattern during the month of April.  Banking industry jitters and the debt ceiling standoff were likely...

A Positive First Quarter The year’s opening quarter provided investors a bit of relief, following last year’s disappointing returns. Most investment markets logged mild positive returns, reflecting a...