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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…
- TIMELY PM UPDATES
- Brendan Ryan, CFA
- 01st May 2025
- ECONOMICS & INVESTING TIMELY PM UPDATES
- 15th Jul 2025
The “Mag 8” Are Now Competitors: What This Means for Investors
The “Magnificent 8” built their leadership through dominance in their respective sectors. Now, all eight companies are competing in the same vertical—AI. Watch this video for more context on what this means for investors:
- FIRESIDE CHARTS
- 14th Jul 2025
Global Equities, Tariffs, Interest Rates
More than half of global equity markets are trading at new highs, and very few are trading at new lows. If the second Trump administration is anything like the first, buoyant markets may lead…
- FIRESIDE CHARTS
- 30th Jun 2025
Independence Day, Exuberant Markets, Wealthy Americans
In a redux of the end of 2024, major U.S. equity markets are hitting new highs while leaving the average stock behind. Markets appear to be looking past the recent deterioration in economic data….
- ECONOMICS & INVESTING
- 30th Jun 2025
More ETFs Have Bitcoin Exposure Than You Might Think
I bought Bitcoin?? Some recent data compiled at bitcointreasuries.net has me asking this question about a significant number of ETFs we own or have an interest in via our Decathlon and BCM Sector products. …
- FIRESIDE CHARTS
- 23rd Jun 2025
Iran, Oil, Oranges
All eyes are on the Middle East, as the U.S. struck Iranian nuclear facilities over the weekend. Although the turmoil will affect global oil markets, the rise of shale oil has left the U.S….
- FIRESIDE CHARTS
- 13th Jun 2025
Inflation, Tariffs, Weather
The Consumer Price Index (CPI) rose less than economists expected in May, a promising sign during the first full month with some tariff impact. It’s possible that businesses are still in a “wait and…
- FIRESIDE CHARTS
- 23rd May 2025
Risk Premium, Interest Rates, One Big Beautiful Bill
We want to take a moment this Memorial Day Weekend to honor those who gave their lives in service and reflect on their enduring sacrifice. It’s a solemn reminder of the cost of freedom…