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Investment Newsletter Second Quarter 2026

2026-07-14T21:26:47+00:00July 14, 2026|Economics, Investing|

Market Recap Risk assets staged a powerful reversal in the second quarter. After a negative first quarter highlighted by conflict in the Middle East, the S&P 500 rallied 15.2% over the three months, setting a record close on June 1st before a late-June pullback in technology trimmed the gains. The [...]

Investment Newsletter Fourth Quarter 2025

2026-01-12T22:28:27+00:00January 12, 2026|Economics, Investing|

Market Recap U.S. equity markets finished the fourth quarter on solid footing, with the S&P 500 rising 2.7% and ending the year up 17.9%. Gains continued to be driven by strong corporate earnings, particularly within technology and communication services, as enthusiasm around artificial intelligence, cloud investment, and productivity gains supported [...]

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