Believe the Bounce? Over the past two months markets have been on quite a ride, although you wouldn’t know it by looking at broad index returns. Since mid-December, the S&P 500 is up 1%, while software stocks and bitcoin are down 24% and 27%, respectively. That’s a big spread, and was even more dramatic before…Read more
Passing the Baton If you’ve checked your portfolio in the last few weeks, you’ve probably felt the jitters rippling through the market. Headline indices are still near all-time highs, but that calm surface is papering over a lot of churn underneath. It can be unsettling, but we expected this. As highlighted in our outlook for…Read more
Just as investors began to worry that another government shutdown could derail more key economic reports, cooler heads prevailed in Washington. Lawmakers reached a temporary funding deal late last week that virtually ensures the Bureau of Labor Statistics will stay open. That means the crucial January jobs report will be released on Friday as scheduled….Read more
