Weekly Research Briefing: Coasting Into Summer
Our most deserved summer ever officially starts this weekend. I am guessing that many of you will be heading out to set up your permanent summer residences for the day that your kids start screaming Alice Cooper lyrics. Trading volumes will begin to evaporate quickly mid-week and may not return until September with the occasional spurt of activity around employment and inflation releases and a bit during the July earnings reporting season.
Private Markets Due Diligence: Private vs. Public Markets
You’ve no doubt heard about or read about the ever-declining number of public market stocks available to investors today. For instance, the Wilshire 5000 Index used to contain 5,000 stocks; today that number is closer to 3,500.
Weekly Research Briefing: Not Green or Red
Yellow would be my blended portfolio risk advice these days. While there are some areas of the financial market to remain invested into, increasingly, there are more areas to dial back on or avoid completely. Read more in our weekly market commentary.