Insights
July 2025 Market Recap
The S&P 500® Index continued its march higher with a 2.24% return in July, bringing its year-to-date return to 8.59%. The S&P 500® Index reached ...
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2025 Active PutWrite Commentary – Q2
Read our Q2 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2025 Q2 Active Putwrite Commentary
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June 2025 Market Recap
After a negative first quarter of 2025 and near-bear market territory in April, the S&P 500® Index advanced 10.94% in the second quarter with returns of ...
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Dominating Deficits
The topic of fiscal dominance - when fiscal deficits are so large that it renders the U.S. Federal Reserve (the Fed) monetary policy ineffective - ...
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2025 Active Overwrite Commentary – Q2