In this week’s market update, we are going to tackle what we think are the rising risks associated with the debt ceiling debate, the continued mess with the regional banks and how that contagion is showing signs of spreading to the larger financial institutions, and more.

In this week’s update, we will review what the narrowing of stock market breadth may mean for investors while assessing the impact of the regional bank crises on Federal Reserve interest rate policy and, what we believe to be, the expected impact on asset prices.

In this week’s update, we will review the continued narrowing stock market breadth and why we don’t own U.S. bank or technology stocks.

In this week’s market update, we will discuss why we think gold may serve as an option for many central banks and can benefit from a long period of U.S. dollar weakness.

In this week’s market update, we will discuss how we are navigating a potential end of the U.S. dollar bear market and which assets we believe have historically performed well when the dollar declines.

In this week’s market update, we will review the factors we think are driving the move in gold, the importance of the recent OPEC oil production cut, and how these events could impact your portfolio and our approach to asset allocation.

In this week’s market update, we will review the ongoing chop seen in the stock market and what higher interest rates may mean for various asset prices over the next few months.

In this week’s market update, we will conduct a technical review of key charts across the market and what the price action may be signaling about the future path of stocks and the economy over the next few months.

In this week’s market update, we will review the current pullback, what we think the market is trying to tell us, and how this recovery compares to prior pullbacks.

In this week’s market update, we will review our thoughts on the surge in growth stocks, what we believe are the factors behind them, and how we think the rally impacts portfolio design.

In this week’s market update, we will review a crazy week of corporate earnings, important economic data, and of course, the decision by the federal reserve to raise interest rates.

In this week’s market update, we will review the state of health for the former market regime leaders relative to those would-be usurpers that are looking to assume control of the market narrative.

In this week’s market update, we will focus on the sectors and companies we believe are acting like potential leaders of the next market regime and what these symptoms could mean for the global economy and investors’ portfolios.

In this week’s market update, we will review what we believe a deflating technology bubble means for other areas of the stock market and what the price action over the past 6 months may be trying to tell us about which sectors and geographies may emerge from this bear market as long term leadership.

Entering the first week of 2023, areas such as energy, gold, industrials, base metals, and stocks related to China are breaking out to new highs.

In this week’s market update, we discuss the impact of this asset allocation shift and areas that we think stand to benefit in 2023.

In this week’s market update, we break down the most crowded investment views for 2023 versus what we believe the market is trying to tell us in the price action.

In this week’s market update, we will look through the short-term noise of this week’s Fed meeting and discuss the steps we are taking in the growth portfolios to get back on track for 2023.