See You In September

 August 29, 2025 |Michael Capobianco
September has rarely been a favourable time for investors. Let’s examine to why stocks tend to fall off this time of year (pun intended). The S&P 500 is up 30 % since the tariff scare low in April and 10 % year to date. Since 1928, the S&P 500 has declined...
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European Equity Exposure In Your Portfolio

 August 22, 2025 |Michael Capobianco
Let’s take a detailed examination of the attractive areas of the European equity market. This summer has brought heavy news flow in Europe – namely German infrastructure spending to the U.S.-EU trade deal and diplomatic talks on the war in Ukraine. The...
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Taking Things A Bit Slower

 August 15, 2025 |Michael Capobianco
The S&P 500 uptrend reached an all-time high this week, but there could be more challenges for the remainder of Q3 and moving into Q4. Momentum indicators are now overbought and turning down following a 30 % rebound by the S&P 500 from the oversold levels...
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The Tech Spotlight Continues To Shine Brightly

 August 11, 2025 |Michael Capobianco
Good Morning, The Q2 S&P 500 earnings reporting season has been fair-to-good so far. There are more positive than negative aspects. Concerns within the Information Technology sector data that call for restraint. Earnings are on pace to grow 10.4 % year...
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Higher For Longer

 August 01, 2025 |Michael Capobianco
The Federal Reserve not only held rates once again in July, but a surprisingly hawkish tone has likely pushed back the timing of any rate cut until at least December. We look at some of the key drivers and why markets may need to prepare for a return...
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Valuation Is The Name Of The Game

 July 25, 2025 |Michael Capobianco
Market rallies are in essence a double-edged sword. The S&P 500’s recent rally has been terrific, but it’s pushed the market’s valuation back up to lofty levels. Today we will discuss key drivers of the valuation expansion and how investors should factor...
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The Big Beautiful Bill ? Let's Take A Closer Look

 July 22, 2025 |Michael Capobianco
The One Big Beautiful Bill Act (OBBBA), U.S. President Trump’s mega-legislation implements sweeping changes across the U.S. economy. Let’s examine the highlights, and overall economic impact. Individuals: The One Big Beautiful Bill Act (OBBBA) did what...
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Usual Or Risky Business ?

 July 04, 2025 |Michael Capobianco
While U.S. equities continue navigating waves of volatility on the way to new highs—the environment certainly was not as favourable. Today, we’ll look at four key catalysts the drove recent outperformance and examine whether they can be sustained. The...
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Preparing For The Future - Not The Present

 June 27, 2025 |Michael Capobianco
While inflation has stayed calm in 2025, concerns about potential tariff-related price hikes have kept the Fed sidelined. Today we’ll analyze recent commentary, the impact of market forces and political pressure on yields, and the probability of future...
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The Cost Of Missing Out

 June 20, 2025 |Michael Capobianco
Navigating equity bear markets requires greater-than-usual patience. Given the potential cost of missing periods of strong returns, the more suitable course of action for most investors is to remain disciplined and invested. Corrections Are Normal Equity...
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