Recent Content
Weekly Research Briefing: Rounding Second
Believe it or not, the back half of 2025 is rapidly approaching. While we choose our line to get the portfolio ready for the last six months, the news stream continues to flood the zone with information both important and meaningless. While the motherboards in the servers with the trading algorithms are near meltdown, as long term investors, we can take a slower and more observatory approach. So what are the markets telling us right now?
Weekly Research Briefing: Summertime
Where we are now is that stocks continue to recover and point to better days ahead. The equity market recovery has provided a new window for tapping the risk markets either via an IPO, secondary or selling debt. And given the reception to the deals, investors want to put money to work.
Weekly Research Briefing: Flip Flops
The inexpensive foot coverings are great for summer strolling and poolside patio navigating, but they are not ideal for path hiking or street running. Equally put, White House tariff flip flopping could be good for some short-term traders, but the lack of certainty is not helpful for long term investors or managers of any sized business.