U.S./Japan Trade Negotiations

Published on May 14, 2025

The U.S. may not walk back all of the new tariffs.

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Dissecting the Stock Market: The Truth About the S&P 500’s Valuation (Part 1)

May 14, 2025
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, the truth about the S&P 500’s valuation, using the S&P 500 (SPY) as a proxy.

Indicators Flashing Green for Agency MBS

May 14, 2025
In the report, Portfolio Managers John Kerschner, Nick Childs, and Thomas Polus highlight three reasons why agency mortgage-backed securities (MBS) look attractive in the present environment.