XOM-B-N

Marching Through Iran – A First Quarter 2026 Review

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The month of March followed the old aphorism nicely from a weather and climate perspective. For most of the country, it went in like a lion with harsh weather conditions while the month ended like a lamb with relatively mild weather.  The stock market, however, was another story altogether.  It came in with hopeful trepidation … Read more

Geopolitically Themed Investment Risks and Opportunities Take Center Stage

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The past 10 months has been characterized by rotation from dominance by the “Magnificent Seven” mega-cap tech companies to almost everything that had been beaten down prior to these market rotation trends.  As documented in these blogs and our weekly market and strategy updates, the period from July 1, 2025 through January 24, 2026 were … Read more