Search

The transition into February has been characterized by heightened volatility & uncertainty.

A fairly strong showing for the market which nonetheless felt like a struggle after a long calm climb.

What do you get for the market that has everything?

Should you divest from organizations whose values don’t align with your own? It depends what your goals are.

John Taft discusses a rule approved by the US Securities and Exchange Commission (SEC) that will create a database called the Consolidated Audit Trail (CAT).

John Taft offers the incoming SEC chair guidance on rulemaking, crypto and the Consolidated Audit Trail.

Is the market’s message of a coming economic pickup reliable? Has Big Tech been resting or stalling? Why no worry over elevated valuations?

A previous six week rebound rally had cleared many technical hurdles, burned lots of investor pessimism as fuel, exploited a ‘free pass’ on economic data and priced in more trade progress. And now?

Markets anchored to an entrenched story: The Fed is cutting rates into an economy supported by a huge tech capex boom and affluent consumer spending.

A high torque rotation into economically sensitive stocks post Fed offsetting another wobble in the AI theme.