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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