Insights Investments

In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, unpack the political feud between Donald Trump and Elon Musk — and what it signals for markets, sentiment, and investor behavior. But this episode covers more than just political drama: Ryan and Sonu break down what recent data …

“You, me, or nobody is gonna hit as hard as life, but it ain’t about how hard you can hit. It’s about how hard you can get hit and keep moving forward. How much you can take and keep moving forward. That’s how winning is done!” Rocky Balboa in Rocky Balboa (aka Rocky VI from …

Strong recent activity and returns in the IPO market continue to provide a gauge that investor sentiment is high. As I wrote previously, IPO activity across major U.S. exchanges has largely rebounded to long-term average levels. Post-IPO returns reveal a meaningful divergence between technology and non-technology companies, mirroring the recent bull market in tech-related stocks. …

On the face of it, the May payroll report was ok. The economy created 139,000 jobs in May (above expectations for a 126,000 increase) and the unemployment rate was unchanged at 4.2%. But pop the hood and there’s cause for concern. For one thing, we got a net 95,000 downward revision of jobs created in …

We can use fairly timely economic data without having to wait for GDP data or calls from a “recession dating committee” (at the National Bureau of Economic Research) to gauge whether the economy is close to or in a recession, or even recovering for that matter. This includes data like initial unemployment claims, unemployment rate, …

We had a big birthday last week, as the Dow Jones Industrial Average turned 129 years young! It is the second oldest index (the Dow Jones Transportation Average is older) and was first calculated on May 26, 1896 by Charles Dow, co-founder of both the Wall Street Journal and Dow Jones & Company. It started …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down …

Diversification away from US stocks has been a frustrating exercise for those of us involved in asset allocation for a good 15 years or so now. There have been a few good years, notably 2017, but it’s been rare. Coming into 2025, you would not have thought that international stocks would outperform, let alone by …

Nvidia released its latest earnings report after market close on Wednesday, delivering results that beat expectations. The company has had anything but a smooth start to the year, most recently having to manage through a ban on selling product to Chinese customers. Yet, these latest results show the company keeps executing as guidance implies a …

“History doesn’t repeat itself, but it often rhymes.” Mark Twain So much for Sell in May! With a day to go, we are looking at potentially the best month of May for the S&P 500 in 35 years. As we noted at the start of the month, the odds favored a big rally in May …

Well, this came out of the blue, but a U.S. court essentially cancelled the tariffs that set off a global trade war (technically paused until July). The US Court of International Trade (USCIT) struck down all of the “IEEPA” tariffs imposed by President Trump. IEEPA is the International Emergency Economic Powers Act that was passed …