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Join date: Dec 2, 2021
Posts (22)
Nov 11, 2025 ∙ 3 min
November Market Outlook: Resilience, AI Infrastructure, and What’s Next for the Fed
October marked the sixth straight month of gains for the S&P 500, driven by AI infrastructure spending, resilient earnings, and easing inflation. Here’s what to watch as we enter the strongest seasonal stretch of the year.
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Oct 9, 2025 ∙ 5 min
October Market Outlook: Market Resilience Through the Shutdown and Fed Shift
The government shutdown is underway, but markets remain steady as the Fed turns dovish and investors look toward year-end strength.
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Sep 15, 2025 ∙ 2 min
September Market Outlook: Breadth, Tariffs, and the Fed’s Next Move
Markets show resilience as breadth expands, tariffs reshape policy, and the Fed signals a pivot. Here’s why we see opportunity ahead.
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Brad Tremitiere CIO
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Chief Investment Officer
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