The world shouldn’t have been surprised when the Trump Administration announced sweeping tariffs against Canada, Mexico, and China. But it sure caught the market off-guard. As did the quick reversal of those tariffs. But as much as the market’s...

Financial markets can be humbling. And they can make you pay for hubris. Tech investors found that out the hard way last week with the release of DeepSeek’s new AI tool. In this week’s edition of the Weekly Insight Memo and Weekly Insight ...

The market has been focused on the (quite significant) action coming out of the Trump Administration over the last week. And so far, it has liked what it’s seen.  Markets had their best first week of a new Administration since January 1985...

It’s Inauguration Day. A time that is a celebration of our democratic republic. But also a time of uncertainty as we look to the future. Markets – as we’ve frequently said – hate uncertainty. Read more here:

Nearly five years ago, we sent our first “Weekly Insight” to provide clients with information about the early stages of the COVID pandemic. The key lesson from that time was that – while we certainly didn’t get everything right – the patience o...