Blog

Market Strategy by Talley Leger, Chief Market Strategist July 24, 2026 The Bond Market Isn’t Screaming – You’re Just Listening to the Wrong People When Treasury yields rise, investors tend to make the same diagnosis: Debt. Deficits....

The Weekly Wealth Watch July 20, 2026 The Markets “The biggest investment opportunities often emerge when investors can distinguish between short-term market noise and long-term technological change.” — Dan Benton, Founder, Andor...

Market Strategy by Talley Leger, Chief Market Strategist July 17, 2026 Bank Earnings Ratify the “Tech Enablement” Thesis Corporate management teams are signaling their growing optimism this earnings season. According to FactSet, the...

The Weekly Wealth Watch July 13, 2026 The Markets “Investing isn't just about owning great companies—it's about understanding how they create long-term value for all stakeholders.” — Jeff Ubben, Founder, (Inclusive Capital Partners)...

Market Strategy by Talley Leger, Chief Market Strategist July 10, 2026 Did You Say ‘Over?’ In the immortal words of John (Bluto) Blutarsky from the 1978 film, Animal House: “What? Over? Did you say ‘over?’ Nothing is over until we...

The Weekly Wealth Watch July 6, 2026 The Markets “Successful investing requires discipline, thoughtful diversification, and a long-term perspective. Markets will fluctuate, but resilient portfolios are built to weather those...

Market Strategy by Talley Leger, Chief Market Strategist July 2, 2026 Market Memory: What Past Performance Implies About Future Results Every investment professional – including me – is familiar with the ubiquitous compliance...

The Weekly Wealth Watch June 29, 2026 The Markets “The market is constantly weighing probabilities, not certainties. Successful investing comes from recognizing when expectations have become disconnected from reality.” — Lee Ainslie,...

Market Strategy by Talley Leger, Chief Market Strategist June 26, 2026 Mid-Year Outlook: “Dynamic Optimism” in a Non-Inflationary Equilibrium How can advisors balance the structural tension between protecting and growing their clients’...

The Weekly Wealth Watch June 22, 2026 The Markets “You can’t predict. You can prepare.” — Howards Marks, (Oaktree Capital) Markets closed out a shortened trading week on a positive note as investors navigated a lighter calendar ahead...

Market Strategy by Talley Leger, Chief Market Strategist June 19, 2026 Why Infinite Space May Not Equal Infinite Value A couple of weeks ago, I explored some thoughts and related research questions about the space economy. While it’s a...

The Weekly Wealth Watch June 15, 2026 The Markets “Investing is about finding opportunities and having the patience and discipline to let them develop over time.” — Abigail Johnson, (Fidelity Investment) U.S. equity markets continued...

Market Strategy by Talley Leger, Chief Market Strategist June 12, 2026 Signal vs. Noise: Cool “Core” CPI, Hot “Headline” CPI What Happened: As expected, the Bureau of Labor Statistics’ (BLS’) Consumer Price Index (CPI) for All Urban...

The Weekly Wealth Watch June 1, 2026 The Markets The key to long-term success is not being right all the time—it’s managing risk when you’re wrong.” — Michael Platt, (BlueCrest Capital) U.S. equity markets pulled back this week as...

Market Strategy by Talley Leger, Chief Market Strategist June 5, 2026 A Hitchhiker’s Guide to the Space Economy It’s time-minus seven (T-7) days and counting until the SpaceX (SPCX) initial public offering (IPO), which is targeting a...

Market Strategy by Talley Leger, Chief Market Strategist May 29, 2026 Treasury Yields: Water Finds Its Own Level In my June 4, 2025, Market Strategy Flash, “Why bond yields have increased around the world,” I argued that rising yields...

MarketStrategy by Talley Leger, Chief Market Strategist May 22, 2026 Software vs. Semis: Skate to Where the Puck Is Going Since April 2025, I’ve consistently opined about information technology, which remains a bright spot on the US...

The Weekly Wealth Watch June 1, 2026 The Markets “I’ve always believed that prices move first and fundamentals come later.” — James Simons (Renaissance Technologies) U.S. equity markets extended their advance this week, with gains...

The Weekly Wealth Watch May 25, 2026 The Markets “The first step toward getting somewhere is to decide you’re not going to stay where you are.” — John Pierpont Morgan (J.P. Morgan) U.S. equity markets moved higher this week, with gains...