One Big Beautiful Bill & Job Growth Send Stocks To New HighsBetter-than-expected job growth and passage of tax cuts propelled stocks to all-time highs. President Trump’s July 9 tariff deadline…

Mid-Year Outlook: Stocks Back At HighsThe S&P 500 reached a new high as fears stemming from tariffs and geopolitics have faded. Stocks are priced for a benign economic outcome and…

Geopolitical Market Risk: Israel-Iran War & OilThe average return on the stocks is negative for the week and month after geopolitical conflicts. The economic risk is higher oil prices, a…