Market Update 1/7/25: 2024 Review/2025 Preview
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: US large caps delivered an impressive 23 […]
Market Update 12/19/24: The Meteoric Rise of Private Credit
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Private credit – primarily, direct lending to […]
Market Update 12/11/24: When Valuation Says ‘Sell’ but Momentum Says ‘Buy’
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: How should investors approach a market in […]
Market Update 12/4/24: Taking Stock of Holiday Shopping
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Thanksgiving marked the beginning of the Christmas […]
Market Update 11/27/24: The Impact of Interstate Migration
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Democrats have been soul searching since a […]
Market Update 11/20/24: A Deep Dive Into Valuation
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Equity market valuation is a useful tool […]
Market Update 11/13/2024: Reflecting on the 2024 Election
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Analysis of last week’s election reveals a […]
Market Update 11/5/24: Examining Post-Election Market Performance Patterns
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Election time carries unique challenges […]
Market Update 10/30/24: What Is the Bond Market Telling Us?
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations September 18 was a pivotal […]
Market Update 10/23/24: Do Elections Affect Markets?
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations In a fraught fortnight, Americans […]
Market Update 10/16/2024: Q3 2024 Earnings Season in Perspective
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Third-quarter 2024 earnings season is […]
Market Update 10/10/24: Gold’s Value as a Hedge
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Gold has gotten a lot […]
Market Update 10/2/2024: Implications of China’s Stimulus Package
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates.
Market Update 9/25/24: Mixed Signals from the Bond Market
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations Chairman Powell and the Federal […]
Market Update 9/18/24: Regime Change for the Dollar
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations The US Dollar Index recently […]
Market Update 9/11/24: US Labor Market Data Suggests a Quarter-Point Cut
By Jack Ablin, Chief Investment Officer. Subscribe for weekly market updates. Key Observations: Last Friday’s US jobs report […]