June 1, 2026/
As the market touched all-time highs in May, we have been fortunate to summit our own peaks in the Dolomites. It has been two years since Shaina and I were able to get away with just the two of us for a much needed vacation,...
As the market touched all-time highs in May, we have been fortunate to summit our own peaks in the Dolomites. It has been two years since Shaina and I were able to get away with just the two of us for a much needed vacation,...
March is finally in the rearview mirror, and it’s incredible how quickly the season has shifted. The snowpack is almost entirely gone now, which feels like a bit of a mercy given what a disappointing ski season it was this past year. The highlight of...
Volatility, Policy Shifts, and a Broadening Global Rally At Ceva, our team believes market environments like February 2026 reinforce an important principle: successful investing is less about reacting to headlines and more about maintaining a disciplined, planning-first framework. February delivered strong returns across many global assets, even...
Regime Change December Recap and January Outlook The United States government’s disapproval of Maduro’s regime goes back to the Biden administration, and the Trump administration had been making no secret of its push to oust Maduro, increasing the U.S. military presence in the Caribbean and...
November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November on a mid-December release. The Federal Reserve wrapped up the...
Government Shutdown, Labor Slowdown, but the Economy is Holding The financial landscape in October presented a unique mix of political headwinds and surprising economic resilience. The fourth quarter has included the longest government shutdown on record, occurring alongside an election cycle that suggested some voter...
Key Highlights: Navigating August of 2025 Markets Recap: What Happened and Why Equities spent August grinding higher. The S&P 500 began the month at its low on August 1 and advanced steadily into August 28, the monthly high, supported by a calmer inflation backdrop and...
Key Highlights: Navigating July of 2025 Economics, Equities, and Fixed Income July offered a relatively calm backdrop after the volatility earlier in the summer. The S&P 500 advanced 2.2%, driven by continued strength in large cap tech and optimism around corporate earnings.1 Market breadth remained...
Key Highlights: Navigating Q2 of 2025 Economics, Equities, and Fixed Income Q2 was marked by significant volatility, yet asset markets ultimately delivered strong returns. The quarter began with a sharp selloff after the U.S. announced sweeping reciprocal tariffs—most notably 34% on Chinese imports—causing the S&P...
May was a strong month for the markets. Stocks moved higher after the U.S. and China agreed to pause new tariffs for 90 days, which helped calm global trade tensions. At the same time, the Federal Reserve kept interest rates unchanged, giving investors more confidence...
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