Headlines and Happenings
News & Updates from the Partners
Tyler Simones and Josh Fenili discuss the continued rotation underpinning markets, and highlight some of the speculative excesses occurring in segments of the market.
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General
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Published on // December 01, 2020
E-News November 30th “Rotations and Euphoria”
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General
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Published on // November 17, 2020
E-News November 17th “Market Cap Diversification”
Troy Reinhart and Josh Fenili discuss the outperformance of Value and Small Caps in the wake the election and vaccine developments. Troy also highlights his recent experience with his Dad’s estate.
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General
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Published on // October 30, 2020
E-News October 30th “Tech Earnings: Sell the News”
Tyler and Josh highlight this week’s blow-up in the Nasdaq, stocks priced for perfection, and discuss the necessity of looking beyond the next two weeks.
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Published on // October 26, 2020
E-News October 14th “Policy Overlap”
Tyler Simones and Josh Fenili discuss the election, the Fed Put, and policy overlap while urging investors to separate ideological and market-related considerations.
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Published on // October 01, 2020
E-News September 30th “Election Volatility and Real Yields”
Troy and Josh discuss the upcoming Presidential election and what real yields plumbing all-time lows means for your asset allocation.
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