Newsletter
A Quarterly Report on Economic
Viewpoints and Investment Strategy
Executive Stock Options
Market conditions at present can best be described as not too hot, not too cold, but NOT
just right! The stock market’s early bullishness that greeted the incoming administration —
characterized by expectations of pro-growth deregulation and structural economic reform—has given way to a wave of policy uncertainty.
How to Maximize Your Returns While Minimizing Your Risk
Summer 2025, Vol 40, No. 3
Investors overcame wide ranging challenges in capital markets during the second quarter. The quarter began
with “Liberation Day” trade volatility, witnessed a brief but unsettling “12-Day War” between Israel and Iran, and then closed with drama over the Big Beautiful
Bill—”BBB” reigniting concerns about the country’s fiscal outlook.
Spring 2025, Vol 40, No. 2
Market conditions at present can best be described as not too hot, not too cold, but NOT just right! The stock market’s early bullishness that greeted the incoming administration —characterized by expectations of pro-growth deregulation and structural economic reform—has given way to a wave of policy uncertainty.
Winter 2025, Vol 40, No. 1
It has been said, “History may not repeat itself, but it rhymes.” While historical events do not occur in the exact same way, human behavior and its consequences tend to recur throughout
history. There are few better examples of this maxim than the stock market.
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