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Publications, Insights, & News

A Tribute to All Mothers

This is a tribute for the mothers who sat in rocking chairs for hours on end soothing a crying baby. For all the mothers who ran carpools, made cookies, and sewed Halloween costumes. This is for the mothers whose priceless art collections were left hanging on their refrigerator doors. . .

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Sell In May?

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. This week, we tackle this commonly cited seasonal pattern, and why some seasonal weakness could make sense in 2019. . .

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First Quarter’s GDP Surprise

We’ve finally closed the book on what was one of the most perplexing quarters of this expansion. In January and February 2019, economic data took an unexpected turn as trade and political headwinds weighed on global demand. Tensions then subsided in March, and signs of a rebound started to appear. . .

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Fading Momentum

U.S. stocks are sitting at the same levels they were seven months ago, but the path hasn’t been straight. Equity investors have been on a bumpy ride since September 2018, and investors’ resolve has been tested amid back-and-forth in trade negotiations, a historic government shutdown, Brexit, the Federal Reserve’s (Fed) U-turn in policy, and signs of a global slowdown.

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DWA Q1 Update

The Major League Baseball season is underway, the NCAA Men’s Basketball Division I Tournament and the Masters Tournament have just reached their exciting conclusions, which means spring is officially here and we’ve closed the books on the first quarter of 2019. . .

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What's Priced In

After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here. With the S&P 500 Index less than 1% away from its all-time high set September 20, 2018, a lot of good news has been priced into stocks. You may also be wondering what possible disappointments could cause stocks to pull back from here, especially given the...

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