Our Insights
March 2024 – 3 in 3
This month Jason Weaver discusses S&P 500 inflection points, interest rate environmental performance and international stock P/Es
February 2024 – 3 in 3
This month Jason Weaver discusses internet versus A.I. bubble, lost decade and the broader market.
January 2024 – 3 in 3
This month, Jason Weaver discusses the end of the Fed. cycle, cash on sidelines and picking spots.
October 2023 – 3 in 3
This month, Jason Weaver discusses consumer sentiment, small caps vs. large caps, and biotech.
August 2023 – 3 in 3
This month, Jason Weaver discusses the U.S. age demographics, spending and baby boomers.
July 2023 – 3 in 3
This month, Jason Weaver discusses the magnificent 7, the H.O.P.E. framework and employment.
April 2023 – 3 in 3
This month Jason Weaver discusses de-dollarization, narrow focused rally … READ MORE