Brad McMillan, CFA®, CAIA, MAI, Chief Investment Officer
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The Dollar Is Not Collapsing
The dollar has declined in recent months, but that's not the story we should be paying attention to.
Brad McMillan, CFA®, CAIA, MAI
07.28.20
Signs of Stabilization on the Pandemic Front
With signs of stabilization on the pandemic front, the base case remains continued recovery.
Brad McMillan, CFA®, CAIA, MAI
07.23.20
Q2 2020 Earnings: Terrible, But Still Positive
Although it's still early days, earnings season results are coming in better than analysts had expected.
Brad McMillan, CFA®, CAIA, MAI
07.22.20
Why Has the Market Disconnected from the Pandemic?
As case counts go up, the market has also risen. What's going on? Turns out, there's a reason for the disconnect.
Brad McMillan, CFA®, CAIA, MAI
06.30.20
Is the Market Melt-Up Cause for Concern?
The V-shaped recovery seems well underway, but there are reasons to be concerned about where the market is now.
Brad McMillan, CFA®, CAIA, MAI
06.17.20
What’s (Not) Happening in the Coronavirus Crisis?
With no early signs of a second wave of infections, it's been another good week in the coronavirus crisis.
Brad McMillan, CFA®, CAIA, MAI
05.28.20