As we close out Q2 and review the year so far, there are several interesting dynamics at play. We have often viewed the different “economic and market forces” as trending either good or bad, positively or negatively. Although that is a somewhat general and more broad-based mentality, when the factors and forces trend negatively, it can be wise to think...

One of the ways I establish my opinions and to an extent, investment leanings and preferences, is by having a firm understanding of how most prominent investment strategists are thinking. These strategists set and lead the investment thought leadership and investment direction for their firms. Generally speaking, most strategists remain positive and constructive on the markets for 2026.

As we enter Q4 and reflect back on the previous quarters, it’s hard not to be impressed by what has transpired. Since the market pullback in March and April of this year, markets (Dow Jones, S&P 500 and Nasdaq) have continued their advance. With all three indices establishing new all-time highs. As we remarked earlier in the year, we were...