by Brian Jacobsen | Jun 1, 2026 | 4m
April showers bring May flowers. There were not a lot of showers in April, but the flowers seemed to bloom in May anyway. May was about investing despite the noise as the S&P 500 and Nasdaq pushed to fresh record highs even as inflation ran hot, the Iran conflict...
by Brian Jacobsen | May 4, 2026 | 4m
So much for “April Showers.” April was about resilience: equities recovered from a geopolitics-driven drawdown and pushed to fresh highs, even as energy shocks and a fractured Fed kept macro uncertainty elevated. The market message looks less like “recession soon” and...
