As the market scales new heights, we review our current holdings

As the market scales new heights, we review our current holdings

As quarterly earnings season moves into full swing we begin to digest all the backward-looking results and put the puzzle pieces of the forward corporate commentary together to assess its impact on our Tematica Select List positions.

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A Wait-and-See Approach as Trump Inauguration and Earnings Cocktail Unfolds

A Wait-and-See Approach as Trump Inauguration and Earnings Cocktail Unfolds

With a 20+ day range-bound market, the presidential inauguration, the velocity of earnings reports picking up, and Eurzozone drama, we’ve opted to see how things unfold over the next several days before making any new moves.

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