Daily Sevens Report Preview.
How Much Uncertainty Can Markets Withstand?
What’s in Today’s Report: How Much Uncertainty Can Markets Withstand? Weekly Market Preview: Can Treasury Yields Remain Stable?
Jobs Day (and Potential Tariff Decision)
What’s in Today’s Report: Jobs Day (and Potential Tariff Decision), Futures are little changed ahead of today’s jobs report.
Jobs Report Preview (Risks on Both Sides)
What’s in Today’s Report: Jobs Report Preview, Futures are lower on digestion of the administration’s potential interference in industries.
What Could Make Markets Decline in 2026? (Three...
What’s in Today’s Report: What Could Make Markets Decline in 2026? (Three Events), U.S. Composite PMI Commentary Notes “Cracks in the Economy”.
What’s Cheap and What’s Not at the Start...
What’s in Today’s Report: What’s Cheap and What’s Not at the Start of 2026, ISM Manufacturing PMI Takeaways, Copper Hits Fresh All-Time Highs.
How Venezuela Could Impact Markets
What’s in Today’s Report: How Venezuela Could Impact Markets and Weekly Market Preview: Does Economic Data Start 2026 Goldilocks?
Putting the S&P 500’s Strong Three-Year Run in...
What’s in Today’s Report: Putting the S&P 500’s Strong Three-Year Run in Context, and The Q4 2025 Quarterly Letter Will Be Delivered Today.
Investor Sentiment Update (Not as Bullish as One...
What’s in Today’s Report: Sentiment Update: Not Nearly as Bullish as One Would Think and Case-Shiller Home Price Index – An Upside Surprise.
The Value of International Investing Revisited
What’s in Today’s Report: An Interesting Table to Show Clients: The Value of International Diversification, and more...
Taking Stock of the Four Pillars of the...
What’s in Today’s Report: Taking Stock of the Four Pillars of the Rally Ahead of 2026, Can Year-End Window Dressing Push Stocks Higher?