Our Quarterly Review and Outlook is designed to provide investors with market and economic trends looking back at the last quarter. It also provides our strategy for the months ahead, and the rationale behind our positioning.
Related Posts
Economic Sentiment Belies Strong Economic Estimates
by Lance Roberts, RIA Economic growth metrics for the United States have recently shown surprising resilience; however, consumers’…
On My Mind: Iran—Early considerations on market impact
Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.
Market Internals: Stability Is the Headline. Repricing Is the Reality.
Thirty-one trading sessions into 2026, the S&P 500 looks steady. That’s the headline. But as Citadel Securities' Scott…
The Global Oil Complex and the War of Regime Change
by Hubert Marleau, Market Economist, Palos Management Contrary to adversaries, who called the prediction markets run by Kalshi…
Sector Tailwinds, Stock Headwinds: MercadoLibre’s Technical Picture Turns Bearish
by SIACharts.com MercadoLibre Inc. is currently positioned within the Retail sector, which ranks 8 out of 31 sectors…
The Autonomous Shift: How AI, Regulation, and Data Are Rewiring Financial Planning
The financial planning profession is not evolving incrementally. It is re-architecting itself. As Bain & Company frames it…
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachs’ Daan Struyven argues1 the move isn’t…
The AI Boom Is Entering Its Next Phase — And It’s Not What Most Investors Own
The AI trade is changing. In his January 2026 investor letter1, Sparkline Capital’s Founder & CIO Kai Wu…