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Market Commentary

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

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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Temporary Return to the Old Normal

May 2025

  • Lower demand for portfolio insurance
  • Recession expectations are waning
  • Watch for gap moves
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The Skew Also Rises

April 2025

  • Round and round we go
  • Former safe haven: US Dollar
  • It's not over yet - remember your PNL on April 8th
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