Market Commentary

De-FAANGed

November 29, 2018

A highlight of the market rally that we saw in 2017 was the stunning performance of technology stocks, particularly the so-called FAANG stocks (Facebook, Amazon, Apple, [...]

Catch-22

October 11, 2018

Shortly after the Tax Cuts and Jobs Act was passed on November 2, 2017, there was a lot of optimism that businesses would spread the wealth by sharing their tax-cut windfall [...]

The Energy Conundrum

October 11, 2018

Everyone watches oil prices, and for a good reason: nearly all goods and services produced in the global economy require the use of some energy during the production or sales [...]