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Category:
Monthly Commentary
December 2025 Commentary
December 1, 2025
The month of November was tepid, at best, for stocks. Spontaneous fears of overvaluation in the technology industry and fears…
November 2025 Commentary
November 1, 2025
Tariff uncertainty continues to be one of the main center points of the stock market. Investors are particularly focused on…
October 2025 Commentary
October 1, 2025
Year-to-date, the S&P 500 has gained 13.44. The winners so-far this year have been communication services, materials, information technology, financials,…
September 2025 Commentary
September 1, 2025
Jerome Powell, Chair of the Board of Governors of the Federal Reserve System, opened the door to the possibility of…
August 2025 Commentary
August 1, 2025
On July 28th, Ed Yardeni was featured on CNBC where he described the U.S. economy as “amazingly resilient.” Over the…
July 2025 Commentary
July 1, 2025
In recent months, the market has shown impressive strength. According to the Wall Street Journal, as of June 30th, the…
June 2025 Commentary
June 1, 2025
The Wall Street Journal has been publishing daily articles regarding Apple’s recent battles with regulatory bodies, summarized below. Memorial Day…
May 2025 Commentary
May 1, 2025
Dow Headed for Worst April Since 1932 as Investors Send ‘No Confidence’ Signal The April 21st publication of the Wall…
April Commentary 2025
April 1, 2025
A review of our portfolio results starting from 11/4/2024, the day before the presidential election, to 3/27/2025 indicates an average…
March 2025 Commentary
March 1, 2025
Changes emanating from Washington have rattled investor confidence erasing gain and most indexes since November election. As the chart below…
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