
June 2026 Commentary
If you've seen the movie, Ace delivers this with total confidence on his way into something that is clearly about to go sideways, and the bravado is the whole joke.

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.

April 2026 Market Commentary
60% of the time, it works every time. Anchorman: The Legend of Ron Burgundy (2004)

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!

February 2026 Market Commentary
While the equity market has felt to some like it may have been beaten with a reed in a burlap bag, the headline numbers don't always tell the full story.

January 2026 Market Commentary
Not every headline is a turning point. Some are just Hawaiian Shirt Day.

December 2025 Market Commentary
Markets latched onto Waller and Williams’ comments as permission to lean into the possibility of a December rate cut.

November 2025 Market Commentary
Inflation and labor are both cooling - CPI is easing toward ~2.5-3.0% while job cuts just hit their highest October level in 22 years, signaling a softer but still functioning economy.

October 2025 Market Commentary
The Federal Reserve’s September rate cut – 25 bps down to a 4.00–4.25% target range – was the key refrain of Q3 After the fastest hiking cycle in decades, the Fed has pivoted toward easing, citing balance-of-risks and a softer labor market.
