Strategy Commentary
Q2 2026
vThe second quarter of 2026 marked one of the fastest reversals in U.S. financial markets in recent history.
Q1 2026
Geopolitical events dominated markets in the first quarter, creating heightened uncertainty and volatility.
Q4 2025
Economic doomsayers and market Cassandras were left disappointed in 2025, as neither the economy nor financial markets experienced the weakness so widely predicted at the start of the year.
Q3 2025
After a turbulent second quarter dominated by Trump’s “Liberation Day” tariffs and their quick reversals, Q3 2025 unfolded with remarkable calm.
Disclosure: The information presented reflects general market commentary, is for informational and educational purposes only, and is not investment advice. Any forward‑looking statements or opinions expressed are based on current expectations, assumptions, and market conditions as of the date they are written. Past performance is no guarantee of future results.