August 2026 The Rally the Fed Took Back August paid out across almost every major risk asset, then handed a slice of it back in the final 3 days. The...

July 2026 Oil, Yields, and a Widening Rotation July's decline at the index level masked something more constructive underneath: a rotation, not a retreat from risk. The backdrop that matters...

June 2026 Regime Change at the Fed June flipped May's script. A changing of the guard at the Federal Reserve, Chair Warsh's hawkish FOMC debut, repriced markets away from rate...

May 2026 AI and Earnings Keep the Rally Alive May showed that strong earnings and continued enthusiasm around AI can still support risk assets, even when interest rates remain elevated...

April 2026 Risk Assets Rebounded as Earnings Regained the Spotlight April showed that markets can recover quickly when earnings momentum and resilient corporate fundamentals help investors look through near-term macro...

March 2026 An Energy Shock Repriced the Global Macro Narrative March was the month the market narrative changed. What began as an uneasy backdrop shaped by softer growth, tariff uncertainty,...

2023 was an eventful year in the U.S. financial markets with every broad index except commodities ending the year with a positive return and the S&P 500 (proxy for the...

We're excited to announce our new podcast! Episode 1 In this inaugural episode, Jeff Brimhall, PhD, CFP®, CFA, a managing partner at Blue Barn Wealth, shares insight into his life...