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Market Commentary

A glance at the previous month’s market events and thoughts on the near future.

Wake Me Up When September Ends

September 2025

  • It’s been 15 years
  • Shifting sentiment
  • Trade-off between opportunity and risk
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It's all uphill from here

August 2025

  • Stocks are up, bonds are up, gas is cheaper, $ is worth more
  • Markets remain buoyant, at least for now
  • Portfolios are hedged
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Gotta Keep Movin’ MC5

July 2025

  • Momentum remains strong
  • Investors favor diversification
  • Volatility likely to rise
  • Market expects cuts; will the Fed oblige?
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All-Star Break: Homerun Derby in Equities, Oil & Precious Metals

June 2025

  • Strong performance in equities and bonds
  • Divergence in commodity markets
  • Underlying market caution despite surface optimism
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