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Market Madness: The “Elite 8” Are Becoming a Liability

The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now. At this point, most investors should be keenly aware of the outsized importance of a select group of…

Uncertainty, Earnings, Travel 
Uncertainty, Earnings, Travel 

Uncertainty surrounding trade is causing businesses to delay or cancel capital spending plans. The deteriorating earnings outlook likely isn’t helping either. Equity markets showed signs of stress in the week following “Liberation Day.”

Tariffs, Tariffs, Tariffs 
Tariffs, Tariffs, Tariffs 

With the stroke of a pen, President Trump sent the effective tariff rate on U.S. imports to the highest level in over 100 years. Markets sold off sharply, with U.S. stocks leading the declines…

Market Madness: The “Elite 8” Are Becoming a Liability
Market Madness: The “Elite 8” Are Becoming a Liability

The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now. At this point, most investors should be keenly aware of the outsized importance of a select group of…

Europe, China, Excess Returns 
Europe, China, Excess Returns 

Europe is in the spotlight after a strong start to the year for European equities. So far, the strong performance has been mainly driven by sentiment and currency. Chinese equities are also off to…

Will Old Risks Return in the New Year?
Will Old Risks Return in the New Year?

2025 is off to an exciting start. Will the historical analogies hold true, or will 2025 be a year all its own? Companies are extremely optimistic about the future, but sometimes actions speak louder…

Inflation, Consumer Credit, DeepSeek
Inflation, Consumer Credit, DeepSeek

The first inflation print of the year came in hotter than expected. There may be more of the same ahead, according to both market and sentiment-based indicators. U.S. consumer credit saw its largest month-over-month…

4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade
4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade

2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably in December. Headline equity performance continued to be driven by the very…

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