Insights
Market Ethos
Market Ethos
Corrections come in different shapes and sizes
April 28, 2025. Market Ethos. Recency bias is even more elevated than normal due to the recent periods of market weakness. We don’t believe this…
Market Ethos
On again, off again
April 21, 2025 - We are not in the recession camp, but we could see markets creating a deeper buying opportunity if those fears ramp…
Market Ethos
Making sense of nonsense
April 14, 2025 - It's hard to find any sense over the past week and a half. We have our doubts that this was “textbook,…
Market Ethos
Pricing in the unknown
April 7, 2025. Market Ethos. These latest tariff announcements from the U.S. are just the start of a negotiation process between Washington and the rest…
Market Ethos
Question time
March 24, 2025. Market Ethos. In any given month, there are many questions from advisors and investors. Here are a few succinct answers to these…
Market Ethos
Warning signs popping up
March 17, 2025. Market Ethos. The policy uncertainty and flip-floppery has worn down market patience. Markets can handle bad news, but unfortunately, uncertainty is more…
Market Ethos
Markets dislike the flip flop
February 24, 2025. Market Ethos. Is this not becoming exhausting? Tariffs on, delayed, on again, softened for autos/agriculture then delayed again. It would appear the…
Market Ethos
It’s not what you say – it’s how you ask
February 24, 2025. Market Ethos. With the emergence of a number of AI large language models affecting the market, could there be a financial bubble…
Market Ethos
Opportunity knocks
February 18, 2025. Market Ethos. Will tariffs, or the threat of tariffs, trigger more inflation or cause markets to fall?