Information Technology Sector | December 2025
The information technology sector delivered an outsized gain through the first 11 months of 2025 in a broadly “risk-on” environment, except for the brief stretch of “tariff turmoil” in March and April.
Government shutdowns and investors | September 2025
After much congressional wrangling that failed to produce a federal funding bill, a government shutdown is upon us. That means non essential federal government activities will close temporarily, though essential services including Social Security and the air traffic control system will continue as usual.
Financial Market Quarterly Commentary | June 2025
Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings, easing trade tensions, and encouraging economic data. Despite lingering geopolitical risks, the overall tone remained optimistic as fundamentals continued to support market gains.
Financial Market Quarterly Commentary | March 2025
It was a rough March for stocks, capping off a weak quarter to start the year. The S&P 500 lost 5.63 percent in March and 4.27 percent in the first quarter.
Financial Market Quarterly Commentary | December 2024
December was a mixed month for markets, as investors pulled back from most U.S. stocks due to concerns over rising interest rates and economic uncertainty.
What To Expect From Trump’s Second Term – Part 1 | Ep #58
In this episode, we discuss the economic implications of Donald Trump’s second presidential term, focusing on markets, regulation, energy, and inflation.
Financial Market Quarterly Commentary | September 2024
Stocks continued their recent rally in September, with all three major U.S. indices up for the month and quarter. The S&P 500 gained 2.14 percent in September and 5.89 percent for the quarter, while the Dow Jones Industrial Average (DJIA) was up 1.96 percent during the month and 8.72 percent for the quarter.
Financial Market Quarterly Commentary | June 2024
Markets continued to rise, with all three major U.S. indices growing in June. The S&P 500 gained 3.59 percent in June and 4.28 percent for the quarter.
Financial Market Quarterly Commentary | March 2024
It was a positive March for stocks, capping off a strong quarter to start the year. The S&P 500 gained 3.22 percent in March and an impressive 10.56 percent in the first quarter. The Dow Jones Industrial Average was up 2.21 percent during the month and 6.14 percent for the quarter.
Financial Market Quarterly Commentary | December 2023
Markets continued to rally in December, with the positive returns during the month contributing to a strong end to the year. The S&P 500 gained 4.54 percent in December, 11.69 percent in the fourth quarter, and an impressive 26.29 percent over the course of the year.