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Jun 15, 20232 min read
Market Chart Review
The S&P 500 has rebounded to start the year gaining 9.6% in the first 5 months. Much of the return is concentrated in the top 10 largest...
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Jun 9, 20233 min read
Debt Ceiling Update and Market Breadth
Our previous market update letter highlighted the debt ceiling as the most recent risk, among many others, that is on investor minds....
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May 2, 20233 min read
Stock Market Continues to Climb the Wall of Worry
The stock market continues to climb the proverbial wall of worry with the S&P 500 gaining 1.5% in April after adding 7% in the first...
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Apr 12, 20231 min read
Fundamental Factors of Investing Part 4: What is the Momentum Factor?
Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum...
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Apr 6, 20232 min read
Stock Market Climbs the Wall of Worry
The stock market climbed the proverbial wall of worry in the first quarter. The S&P 500 index rose 7% despite a “banking crisis”, the...
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