Insights
June 2025 Market Recap
After a negative first quarter of 2025 and near-bear market territory in April, the S&P 500® Index advanced 10.94% in the second quarter with returns of ...
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Dominating Deficits
The topic of fiscal dominance - when fiscal deficits are so large that it renders the U.S. Federal Reserve (the Fed) monetary policy ineffective - ...
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May 2025 Market Recap
The S&P 500® Index posted a strong rebound in May, climbing 6.29% for the month and bringing its year-to-date return to 1.06%. Markets recovered from ...
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2025 Active PutWrite Commentary – Q1
Read our Q1 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2025 Q1 Active Putwrite Commentary
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2025 Active PutWrite Commentary – Q2