A Reading Without Rose-Tinted Glasses

Published on October 15, 2025

If you want to understand where we are in the cycle, skip the noise and follow profits. Corporate profits are the lifeblood of investment, hiring, and market returns.

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Hightower Launches New Branded RIA Channel

October 15, 2025
The move is one of new CEO Larry Restieri’s first steps toward creating “Hightower 3.0,” which includes a branded RIA that will house both partnered and acquired firms.

Strategic Income Outlook: Newton’s First Law

October 15, 2025
Sentiment in the fixed income markets remains bullish and issuance is robust, but spreads are tight so we are staying defensive and investing opportunistically.