Market Update

Market Commentary Blog

  •  View from the Observation Deck In a sharp turn of events, investors directing capital into U.S. mutual funds and exchange traded funds (ETFs) favored active management over passive investing during […]
  •  View from the Observation Deck The S&P 500 Index (“Index”) closed at 6,967.38 on 4/14/26, representing a price-only increase of 39.83% since its most recent low of 4,982.77 just over […]
  •  View from the Observation Deck We update today’s table on a regular basis to provide insight into the variability of sector performance by market capitalization. The table above presents the […]
  •  View from the Observation Deck Today’s post compares the performance of consumer stocks to the broader market, as measured by the S&P 500 Index, over an extended period. Given that […]
  •  View from the Observation Deck We are often asked what our favorite sectors are. Sometimes the answer is evident while other times hindsight offers the best clarity. Today’s blog post […]

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