Big Banks Just Delivered a Message — Are You Listening?

Published on July 23, 2025

Second quarter earnings from the big six US banks surprised to the upside, revealing a resilient core: strong trading results, stable credit quality, and a late quarter rebound in investment banking activity.

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Q3 2025 Market Insights Letter: End of an Era?

July 23, 2025
For investors, 2025 has not gotten off to the start that many had envisioned. Many will assume that I’m referring to political turmoil relating to tariffs or spending cuts by the Department of Government Efficiency (DOGE) and the corresponding market spillover.

Top 10 Charts of 2025: Midyear Review

July 23, 2025
Now that we're more than halfway through 2025, let's take a look at the top 10 most-read charts so far for the year.