May 2026 Commentary

May 2026 Commentary

April was the snapback. The S&P 500 gained 12.72% for the month and 9.95% quarter-to-date, erasing the early-year drawdown to put the index up 5.17% YTD and 31.33% over the trailing year.

Apr 30, 2026 6 min read
April 2026 Market Commentary

April 2026 Market Commentary

60% of the time, it works every time. Anchorman: The Legend of Ron Burgundy (2004)

Apr 06, 2026 8 min read
March 2026 Market Commentary

March 2026 Market Commentary

You’ve fallen victim to one of the classic blunders! The most famous is never get involved in a land war in Asia, but only slightly less well known is this; never go in against a Sicilian, when death is on the line!

Apr 06, 2026 6 min read