In this week’s market update, we will review the state of health for the former market regime leaders relative to those would-be usurpers that are looking to assume control of the market narrative.

In this week’s market update, we will focus on the sectors and companies we believe are acting like potential leaders of the next market regime and what these symptoms could mean for the global economy and investors’ portfolios.

In this week’s market update, we will review what we believe a deflating technology bubble means for other areas of the stock market and what the price action over the past 6 months may be trying to tell us about which sectors and geographies may emerge from this bear market as long term leadership.

Entering the first week of 2023, areas such as energy, gold, industrials, base metals, and stocks related to China are breaking out to new highs.

In this week’s market update, we discuss the impact of this asset allocation shift and areas that we think stand to benefit in 2023.

In this week’s market update, we break down the most crowded investment views for 2023 versus what we believe the market is trying to tell us in the price action.

In this week’s market update, we will look through the short-term noise of this week’s Fed meeting and discuss the steps we are taking in the growth portfolios to get back on track for 2023.

In this week’s market update,we will review the prospect of a lost decade and how an active approach to investing can potentially help your account thrive during such uncertain times.

In this week’s market update, we review the short cover rally that was ignited by last week’s inflation report and the risk we think comes with chasing stock prices higher.

In this week’s update, we go into the factors driving stocks to consolidate and then compare the historical returns of stocks during similar time periods to understand how we are positioned.

In this week’s market update, we discuss why we remain defensive until the economic rate of change improves, or the Fed starts to cut interest rates.

In this week’s market update, we are going to discuss what the economic and monetary policy backdrop mean for your portfolios over the coming weeks and months.

In this week’s market update, we discuss what we think the impact that this macro-economic backdrop has on asset prices and what it means for portfolio design.

In this week’s market review, we update viewers on the historical impact of higher rates and shrinking money supply on valuation multiples.

In this week’s stock market update, we discuss what the Federal Reserve said last week and its implications on risk across different asset classes.

In this week’s stock market update, we review the net long exposures of our investment strategies, the factors we are watching both over the short and long term, and what we need to see play out over the coming weeks to become more bullish.

In this week’s update, we will review what those hedges look like and what it means for net long exposures in the present.

In this week’s update, we are going to review the state of U.S. housing, its impact on the U.S. consumer and how it compares to the 2008 time.