The wild ride for the U.S. stock market continues in 2026.
Avoiding the Fate of the Dinosaurs
For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half of 2026 is shaping up to be the most consequential listing window since the peak IPO years of the last decade when Facebook, Twitter, Alibaba, Uber, and Snowflake all made their public market debuts. The biggest difference this time around …
This Old Coach | US Wealth Management – Howe
This Old Coach There comes a time in every coach’s life when he realizes two things: His players are now taller than he is. He’s spent more summers at the baseball field than mowing his own lawn. For me, that time has arrived. After many years in the dugout, countless practices, hundreds of games, and ten years serving on the …
The Power
“It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way ahead of itself. For as constructive on the markets as I was back in February and March when the S&P 500 was careening into correction territory despite the fact that economic growth remained strong and corporate profit growth projections were being revised …
Private Market Noise
In this week’s GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl are alarming on the surface, but the 5% quarterly liquidity cap is a structural safeguard, and comparisons to 2008 miss the mark. Stagflation Warning Signs: CPI at 3.8%, gas above $4.50, a 10-year at a 52-week high, and zero …
The 700 Billion Audit
Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top and bottom line estimates comfortably, Wall Street is becoming increasingly concerned about one recurring theme within the earnings calls.
The Dreaded College Tour(s) | US Wealth Management – Howe
The Dreaded College Tour(s) I don’t know exactly when the “college tour” became a thing amongst college-bound teens or parents for that matter. I must admit, over the last several years I’ve enjoyed laughing at my Facebook friends who post their proud parent “weekend-a-pa-looza look at me” pre-college experience. But now I’m in it…and I’m not laughing. There comes a …
Long May You Run
What a difference a month makes. It was at this same time thirty days ago when the S&P 500 was embroiled in an eight week decline that had it on the brink of falling into correction territory down more than -10% from late January highs.
Market Rebound
In this week’s GVA Market Insights, our Asset Management team dissects the latest stock market rally: Markets rebound despite early volatility: Equities have surged to all-time highs following a turbulent quarter, as investors look past geopolitical tensions and easing oil prices support sentiment. Broad-based rally with rising retail influence: April gains have been strong across sectors and regions, fueled by AI-driven optimism …
In Bloom
After what has been another difficult first few months of the year for the second year in a row (remember the Liberation Day tariffs around this very same time last year?), the U.S. stock market is once again in bloom.