Something in the Orange

t has been a tough start to 2026 for financial markets to say the least.  And following three years of relentless, tech fueled US stock market upside, many are now increasingly wondering whether the orange dancing in the eyes of investors for so long is finally starting to extinguish.  With so much turbulence, volatility and uncertainty in today’s market, where the hell are we supposed to go?

Opening Day | US Wealth Management – Howe

Opening Day   Opening Day: A Red Sox Fan’s Annual Return to Completely Unreasonable Expectations There are four official seasons in Boston: winter, still winter, construction, and Red Sox optimism. That last one arrives right on schedule every year, usually about 10 days before Opening Day, when every fan suddenly becomes a certified baseball analyst, meteorologist, and part-time therapist. And …

Crisis in the Middle East

In this week’s GVA Market Insights, our Asset Management team deep dives into the crisis in the Middle East.

Masters of War

“Come you masters of war, You that build the big guns, You that build the death planes, You that build all the bombs, You that hide behind walls, You that hide behind desks, I just want you to know, I can see through your masks”    –Masters of War, Bob Dylan, 1963  Financial markets are transfixed by war.  On Saturday, February 28, the United States and Israel …

Seasons

“Summer nights and long warm days , Are stolen as the old moon falls, And my mirror shows another face, Another place to hide it all”   –Seasons, Chris Cornell, 1992 The party is over.  After a three-year rager in the technology sector fueled by a mosh pit of Artificial Intelligence (AI) euphoria, the long overdue hangover is now setting in.  The AI …

Epic Fury

Over the weekend, the United States and Israel launched Operation Epic Fury, which involved hundreds of U.S. and Israeli aircraft performing strikes on key military and nuclear sites.

Market Insights – Tariffs

The Supreme Court ruled that President Trump cannot unilaterally impose broad tariffs under IEEPA. Trump delivered the State of the Union, and the AI boom is not fading; it’s just rotating.

You Call That a Blizzard?! | US Wealth Management – Howe

You Call That a Blizzard?! The Blizzard of 1978 vs. The Storm that Tried  By George V. Howe   You call that a blizzard? If you grew up anywhere near Boston, you don’t compare snowstorms by inches. You compare them by how many days of school were cancelled or better yet, how dramatically someone says, “Yeah, but it wasn’t ’78.” …

All The World’s A Stage

The game has changed once again.  At one time, many decades ago, we operated in a Cold War world defined by spheres of influence.