Latest Blog Posts
Market Commentary Blog
How Bonds Have Fared Since 8/4/20
An Update on Covered Call Returns
A Snapshot of Bond Valuations
This Year’s Lagging Subsectors…Are Earnings Expectations to Blame?
Worst-Performing S&P 500 Index Subsectors YTD (thru 3/10)
Economics Blog
Three on Thursday - Watts, Watt-Hours, and What’s Ahead
It’s a Topsy Turvy World
Three on Thursday - Student Debt Remains a Heavy Burden
New Single-Family Home Sales Declined 17.6% in January
No Conviction
Investment Insights Blog
Gibson Smith – How Will the War in Iran Impact Bond Markets
ETF Data Watch: Asset Flows Monitor March 2026 Edition
Market Minute – March 2026
Jackie Wilke – Embracing Disruption in the Age of AI
Unpacking Underappreciated Overseas Opportunities with WCM’s Andrew Wiechert