Sep 1Stocks Trade Lower in August as Interest Rates RiseStocks Trade Lower in August as Interest Rates Rise
Aug 4TPW Monthly Update: S&P 500 and Dow Jones Trade Within 5% of Their All-Time Closing HighsS&P 500 and Dow Jones Trade Within 5% of Their All-Time Closing Highs
Jun 2Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains TractionStocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction
Apr 4Financial Markets Start 2023 Strong 1Q 2023 Recap & 2Q 2023 Outlook First quarter economic data showed the U.S. economy entered 2023 with considerable momentum, even in...
Jul 5, 2022Looking Back at a Rocky First Half of 20222Q 2022 Recap & 3Q 2022 Outlook Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend...
Apr 5, 2022Recapping the Bumpy 1Q 2022 RideThis quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.
Jan 5, 2022Fourth Quarter Recap & First Quarter OutlookStock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...