Market Commentary

Economic Risks Are Falling, But What About Market Risks?

May 3rd, 2021
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As the economy starts to open, fundamentals point to growth—but the market isn’t all moving in tandem.

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3 Reasons 2021 Looks Good for the Banking Sector

April 26th, 2021
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The banking sector came through the economic shutdown in good shape—and that bodes well for 2021

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Inflation Worries May be Overstated

April 19th, 2021
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The potential for rising inflation is real, but media narratives may be exaggerating its impact on the market and economy

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3 Lessons From the 2020 Bear Market

April 5th, 2021
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On the one-year anniversary of the end of the Covid-19 bear market, we highlight some key takeaways

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Will The Massive Stimulus Trigger Inflation?

March 29th, 2021
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As the government pours trillions into the economy, many fear the return of inflation. Here’s our view.

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Why Are Small-Caps Outperforming?

March 22nd, 2021
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Mitch takes a closer look at factors driving the strong outperformance of small-cap stocks

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Rising Interest Rates: 4 Takeaways For Investors

March 15th, 2021
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Mitch looks at 4 key implications of rising interest rates for investors

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Mitch 2021 Outlook: Bullish, But Cautious

March 8th, 2021
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With the worst of the pandemic behind us, Mitch sees positive signs, but also volatility ahead

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Commodity Prices are Rising–Is It a Supercycle?

March 1st, 2021
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Mitch looks at the upward trend of commodity prices and what that says about the overall economy

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Will Value Stocks Outperform Growth in 2021?

February 23rd, 2021
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Growth stocks have had an unprecedented run since 2007, but signs point to a possible rotation to value

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