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J. J. Wenrich CFP®
7 days ago7 min read
Commentary: Earnings Season Recap: Strong Growth, Big Upside, Now What?
Fourth quarter earnings season is nearly complete, and it has been a good one.


J. J. Wenrich CFP®
Feb 278 min read
Weekly Market Performance — February 28, 2025
Domestic equities ended the week in the red amid a flurry of corporate and economic headlines in a big week of earnings and data.

J. J. Wenrich CFP®
Feb 238 min read
Commentary: Refinancing ZIRP
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy


J. J. Wenrich CFP®
Feb 207 min read
Weekly Market Performance — February 21, 2025
Stocks held tough against the latest tariff and geopolitical headlines but were weighed down by underwhelming economic data

J. J. Wenrich CFP®
Feb 177 min read
Commentary: Tariffs Ignite a Metals Melt-Up
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown


J. J. Wenrich CFP®
Feb 138 min read
Weekly Market Performance — February 14, 2025
Major U.S. indexes celebrated Valentine’s Day with solid weekly gains and increased rate-cut bets after another busy week for macro data

J. J. Wenrich CFP®
Feb 911 min read
Commentary: Key Pillars of the Bull and Bear Cases in 2025
Use of the terms “bull” and “bear” in financial markets can be traced back to London’s financial district in the late 19th century


J. J. Wenrich CFP®
Feb 67 min read
Weekly Market Performance — February 7, 2025
U.S. stocks faced another busy week with tariff headlines and a flurry of corporate earnings in focus.

J. J. Wenrich CFP®
Feb 25 min read
Commentary: U.S. Exceptionalism: Is It Still Intact?
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development with


J. J. Wenrich CFP®
Jan 308 min read
Weekly Market Performance — January 31, 2025
U.S. stocks ended mixed after what turned out to be a busy week for capital markets.

J. J. Wenrich CFP®
Jan 269 min read
Commentary: Is the Bond Market Worried About Inflation?
The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%.


J. J. Wenrich CFP®
Jan 238 min read
Weekly Market Performance — January 24, 2025
Stocks built on last week’s gain as global markets digested the arrival of the new U.S. administration.

J. J. Wenrich CFP®
Jan 208 min read
Commentary: Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty
Earnings season is underway and, thanks to the banks, it’s off to a good start.


J. J. Wenrich CFP®
Jan 167 min read
Weekly Market Performance — January 17, 2025
The S&P 500 moved sharply higher this week, posting its best gains since the November election, driven by a confluence of positive factors.

J. J. Wenrich CFP®
Jan 128 min read
Commentary: New Year, Same Bull Market?
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.


J. J. Wenrich CFP®
Jan 98 min read
Weekly Market Performance — January 10, 2025
Stocks extended last week’s slide with relatively measured losses for the second week in a row.

J. J. Wenrich CFP®
Jan 58 min read
Commentary: Evaluating Stock and Bond Market Predictions From 2024
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year.


J. J. Wenrich CFP®
Jan 28 min read
Weekly Market Performance — January 3, 2025
Stocks locked in a stellar year on Tuesday, although the brief slide to end 2024 shaved annual returns just a touch.

J. J. Wenrich CFP®
Dec 29, 20247 min read
Commentary: Keys to Stock Market Gains in 2025
As 2024 draws to a close, investors have fully embraced the stock market. The S&P 500 is up more than 25% year to date.

J. J. Wenrich CFP®
Dec 22, 20246 min read
Commentary: The Fed Resets Expectations for Next Year
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations.
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