Quarterly Commentaries

Quarterly Commentaries

Our Quarterly Commentaries, make forward-facing predictions about the tensions and opportunities in the financial world.

Jason Blumstein, CFA 1/29/25 Jason Blumstein, CFA 1/29/25

Q4 2024

2024’s Market Frenzy: Key Risks, Big Rewards, and What’s Next for 2025

Jason Blumstein, CFA 10/30/24 Jason Blumstein, CFA 10/30/24

Q3 2024

The Hail Mary Market: Smart Plays for the Final Quarter and Beyond

Jason Blumstein, CFA 7/31/24 Jason Blumstein, CFA 7/31/24

Q2 2024

“Stop, Look, and Listen.”

Jason Blumstein, CFA 4/30/24 Jason Blumstein, CFA 4/30/24

Q1 2024

Are Opportunities Where You Think They Are?

Jason Blumstein, CFA 1/2/24 Jason Blumstein, CFA 1/2/24

Q4 2023

A Tale of Two Years

Jason Blumstein, CFA 10/2/23 Jason Blumstein, CFA 10/2/23

Q3 2023

Bench the Drama

Jason Blumstein, CFA 7/3/23 Jason Blumstein, CFA 7/3/23

Q2 2023

No Room for Emotions

Jason Blumstein, CFA 4/3/23 Jason Blumstein, CFA 4/3/23

Q1 2023

Eye on the Horizon

Jason Blumstein, CFA 1/2/23 Jason Blumstein, CFA 1/2/23

Q4 2022

The Only Consistency is Change

Jason Blumstein, CFA 10/3/22 Jason Blumstein, CFA 10/3/22

Q3 2022

The End of an Era

Jason Blumstein, CFA 7/5/22 Jason Blumstein, CFA 7/5/22

Q2 2022

History Doesn’t Repeat, But It Often Rhymes

Jason Blumstein, CFA 4/4/22 Jason Blumstein, CFA 4/4/22