Articles

The Federal Reserve (the "Fed") decided to maintain rates at the current level of 4.25% - 4.5% at the last meeting on July 29 and 30. As of now, markets are nearly unanimous in their belief that the coming meeting will see the first cut since December 2024.^[1] There, however, the clarity for market observers ends.

Sep 9, 2025

At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29^th and 30^th.^[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.

Jul 21, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

The Federal Reserve (the "Fed") decided to maintain rates at the current level of 4.25% - 4.5% at the last meeting on July 29 and 30. As of now, markets are nearly unanimous in their belief that the coming meeting will see the first cut since December 2024.^[1] There, however, the clarity for market observers ends.

Sep 9, 2025

At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29^th and 30^th.^[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.

Jul 21, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

The Federal Reserve (the "Fed") decided to maintain rates at the current level of 4.25% - 4.5% at the last meeting on July 29 and 30. As of now, markets are nearly unanimous in their belief that the coming meeting will see the first cut since December 2024.^[1] There, however, the clarity for market observers ends.

Sep 9, 2025

At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29^th and 30^th.^[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.

Jul 21, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025