Volatility is Disruptive, Too

Outsized stock market declines are like accidents on the freeway: they take our attention away from the big picture and refocus it on one narrow issue. We get so fixated on …

US Sectors: The Good, The Bad, and the Meh

The recipe for outperformance in 2018 has been freakishly simple: overweight the sectors that outperformed in 2017. For example: Large Cap Technology: The Tech portion of the S&P 500 is up …

Can Democrats Win Back Congress?

As Democrats eye the midterm elections later this year, can they actually win back Congress? Historically, the president’s party is vulnerable to midterm elections, especially when he has a low approval …