Insights Investments

“One of the frustrating things for people who miss the first rally in a bull market is that they wait for the big correction, and it never comes. The market just keeps climbing and climbing.” Martin Zweig, American stock investor   What a difference three days makes. After a 2.4% drop on Monday, the S&P …

Uncertainty may be the new normal. Markets have been extremely volatile, with the S&P 500 experience nine 1%+ intraday moves over the first three days of this week. It’s not that we’ve never seen volatility before — that’s part and parcel of investing. The difference now is that markets are hanging on, and reacting to, …

Let’s Keep It Simple Sometimes I find it helpful when I think through a problem to state the obvious. So here it goes. Stating the obvious when it comes to trade, the main reason the US has a net trade deficit with the rest of the world is because we consume more than we produce …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Cathie Wood of Ark Invest to unpack the state of innovation in finance, the market’s reaction to tariffs, and the evolving role of AI, Bitcoin, and government in shaping the future economy. …

“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund After the S&P 500 gained nearly 6% two weeks ago, there was some well-deserved giveback last week and again on Monday. Sparking the weakness last week was a big down day on …

Technology stocks have come under pressure in recent weeks owing to macroeconomic concerns, including the risk of a potential recession caused by rising tariffs that could hinder the free flow of trade. In this environment, active equity investors are likely to focus more on forward-looking commentary from companies – if any is provided – to …

Federal Reserve (Fed) Chair, Jerome Powell, just gave us the most detailed description of how they’re thinking about policy in the face of massive tariffs. He was speaking at the Economic Club of Chicago, and participated in a Q&A after, with the former head of India’s Central Bank and University of Chicago professor, Raghuram Rajan. …

“The wise make great use of adversity, the foolish whine about it.” Dee Hock, Founder of Visa The wild market action continues, but at least stocks have bounced and in some big ways the past week or so. Back on Monday, April 7, the S&P 500 opened up down more than 2%, yet stocks finished …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the ripple effects of tariffs, high interest rates, and a wavering investment environment on the U.S. and global economies. With companies freezing investment plans and government spending cooling off, the duo explores how the …

Happy Tax Day! Or not. Though if you’re a large multinational, tax day in the US doesn’t really matter. In fact, to “celebrate” Tax Day, I’m going to discuss how the US tax code impacts the trade deficit. This is very relevant now because of everything going on around tariffs, with one of the stated …

Markets received their first round of company earnings this week following unprecedented uncertainty. Several key companies offered a lens into the current state of consumer behavior, capital markets, and global demand. While strong quarterly results demonstrated these companies’ abilities to thrive in stable markets, executive commentary reflected growing concerns about a potential slowdown ahead. JPMorgan …