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Earnings and Interest Rates Shift Focus Away From Iran
The encouraging news is that earnings have remained strong while interest rates have been relatively stable.
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Past Articles

Summer forecast: Frenetic, volatile
Summer activities typically mean calmer markets, but unresolved questions this summer might shift the pattern.

Don’t fix the roof in the eye of a storm
After getting whipped about early in April, investors shouldn’t get lulled by the subsequent calm, Kyle Tetting advises.

Tariff volatility: Investor questions
Amid market volatility sparked by U.S. tariff announcements, Kyle Tetting advises three questions for long-term investors.

Seeking balance amid volatility
“Despite recent volatility,” Kyle Tetting writes, “we have not seen much change in the long-term fundamental outlook.”

Seeking deeper meaning from one sell-off
Investors recognized that we can’t always take reports such as DeepSeek’s at face value. I see a bigger issue at play.

My outlook for investing in 2025: 2-0-2-5
2024 largely came in line with what we had expected for a steady but solid economy. And 2025 looks to be more of the same.
