
The Market Beneath the Market
The stock market hit new highs again this week as earnings rose, oil fell, and rates retreated. While we talk about “the market” each week,

The stock market hit new highs again this week as earnings rose, oil fell, and rates retreated. While we talk about “the market” each week,

The stock market hit new highs again this week as earnings rose, oil fell, and rates retreated. While we talk about “the market” each week,

Oil Prices? Iran has recently increased its defiance. Trump has recently increased his threats. Onshore oil prices peaked this week roughly 10% below their wartime high

The world is in crisis. War rages. Tariffs disrupt. Allegiances fray. Protests seethe. Impeachment looms. Consumer confidence sits at record lows. US markets sit at

We entered 2026 as we almost always do, bullish but fearful. Bullish because, on average, equity markets appreciate 75% of the time in any given

The conflict in the middle east has largely confused investors and commentators. We have been through many of these military market shocks before and gained

W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our