Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Does Bitcoin Have a Role in My Portfolio?

Is bitcoin an inflation hedge, currency, portfolio diversifier or something else? We look at what bitcoin can do and where it may fit in a portfolio.

On Investing logo
On Investing

Inflation, Oil & Uncertainty: Reading the Market's Mixed Signals

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

Crypto Key Debates: Bitcoin, Ether, XRP and Sol

We analyze the key questions around four of the largest and oldest cryptocurrencies.

Dire Strait: War's Impact on Stocks

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

Bond Insights

What Iran Conflict Could Mean for the Bond Market

Volatility spiked as investors questioned the Federal Reserve's next move, adding to existing concerns about private credit markets. Here's why investors shouldn't overreact.

Sector Views

Stock Sectors: What Are They? How Are They Used?

Here are key facts to know about equity sectors—what they are, what they do, and how stock sectors can be used in investing.

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On Investing

A Career in Investing: Kathy Jones' Parting Thoughts on the Markets

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

Bond Insights

Could the U.S. Dollar Lose Its Reserve Status?

Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.

Smoke on the Water…Fire Under the Surface

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.