Waiting on Normal

April 6, 2020

  The equity market gave back some of its recent gains last week, but volatility also decreased which we view as a welcome signal relative to the higher levels of volatility we’ve seen over the past few weeks.  Uncertain timing on a return to normalcy in society and the economy is likely to weigh on …

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A Market of Stocks

July 22, 2019

The stock market is often seen as a large system that moves in unison based on macroeconomic or geopolitical factors. During corporate earnings season, the bottom-up impact of each company reporting earnings can be seen individually, often with significant disparity, making it more of a market of stocks. The volume of second quarter earnings reports …

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