The Markets (as of market close May 29, 2026) Wall Street ended the week with broad gains, record-setting index performances, and a notable shift toward broader market participation beyond tech and AI shares. The Dow, the S&P 500, the NASDAQ, and the Global Dow...
Printer Friendly Version Add Context, and Stock Market Valuations are Fair We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic regime and earnings environment....
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given...
The Markets (as of market close May 22, 2026) U.S. stocks opened last week with notable momentum, pushing the Dow, the NASDAQ, and the S&P 500 to record highs by mid-week. Investors apparently ignored lingering inflation and a politically charged Federal Reserve....
The Markets (as of market close May 15, 2026) Two hotter-than-expected inflation reports and a lack of progress in negotiations to end the war in Iran created havoc in some corners of the financial markets last week. Oil prices surged again while the Strait of Hormuz...
