


Euphoria and Stress
As we all look forward to wrapping up one of the longest years of our lives, 2020 is ending on a note that few could have seen coming. Nine months ago, the markets were plumbing the depths of despair and now, by many measures of stock market sentiment, the US markets...
Reversal of Fortunes?
Right on schedule, November continued 2020’s legacy of rapid market moves. News of a vaccine from Pfizer and BioNTech was quickly met by a sharp move higher in value and cyclical stocks and a steep selloff in the “work from home” stocks that had been in favor the...
The Helm Q3 2020: The Series Finale?
After all the twists and turns so far in 2020, the markets enter the final quarter of the year still working through several potential scenarios, including: President Trump maintaining office or a new administration and policies, a “Blue Wave” outcome, a contested...
Revitalizing the Mix – Changes to the Dow Jones Industrial Average
The Dow committee is making a relatively rare and significant change to the most famous stock index in the world, the Dow Jones Industrial Average. The companies being removed are energy company ExxonMobil (XOM), pharmaceutical company Pfizer (PFE), and industrials Raytheon Technologies (RTX).