Market Update

Market Commentary Blog

  •  View from the Observation Deck We are often asked what our favorite sectors are. Sometimes the answer is presently evident while other times hindsight offers the best clarity. Today’s blog […]
  •  View from the Observation Deck Today’s post provides an update on 2026 and 2027 earnings and revenue growth rate estimates for the S&P 500 Index (“Index”) and each of its […]
  •  View from the Observation Deck Today’s chart highlights changes in the share of small and mid-sized (“SMID”) companies that comprise the broader S&P 1500 Index, over time. The chart spans […]
  •  View from the Observation Deck Many investors are likely aware of the indispensable role dividends have played in the total return of the S&P 500 Index (“Index”) over time, with dividends […]
  •  View from the Observation Deck Today's post compares the performance of energy-related stocks to the broader equity market, as measured by the S&P 500 Index, over an extended period. Given […]

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