The archive

Feb 20

Are We Finally Breaking Out — Or Setting Up for One More Leg Lower?

Over the past five months, the S&P 500 has gone essentially nowhere. Yes, we’ve made marginal new highs. Yes, we’ve had bursts Free Feb 15

CPI Cools… But the Inflation Trade Isn’t Dead

On Friday, we got the January CPI report. Headline year-over-year inflation came in at 2.4%, below the consensus expectation of 2.5%. On the surface, Free Feb 13

02/13/2026 Market Update

Individual Feb 6

02/06/2026 Market Update

Individual Jan 29

01/29/2026 Market Update

Individual Jan 21

01/21/2026 Market Update

Individual Jan 8

01/08/2026 Market Update

Individual Dec 30

12/30/2025 Market Update

Individual Dec 17

12/17/2025 Market Update

Individual Dec 8

12/08/2025 Market Update

Individual Nov 29

11/29/2025 Market Update

Individual Nov 18

11/18/2025 Market Update

Individual