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Our Publications
September 2026 Commentary: Twist and Shout!
Twist and Shout! | Steve Henderly, CFA Printer Friendly PDF: September 2026 Commentary The final song of The Beatles debut album, Twist & Shout, was recorded on a single take at the end of a very long day. John Lennon was fighting a bad cold and his voice was nearly shot. Despite these challenges, in […]
August 2026 Commentary: Groundhog in July?
Groundhog in July | Steve Henderly, CFA Printer Friendly PDF: August 2026 Commentary Most are familiar with the movie Groundhog Day. In the film, Bill Murray’s character, Phil, is doomed to repeat the same day over and over. Every morning he wakes up to Sonny & Cher’s “I Got You Babe”, the same weather report, […]
2026 Q2 Nvest Nsights Newsletter
Beyond the Headlines | Steve Henderly, CFA PDF Version LINK “Don’t judge a book by its cover” might be an appropriate phrase for investment results of the 2nd quarter. Headlines remained scary entering April as the Iran war was not resolved and oil prices continued to swell through mid-May. Inflation concerns, shifting expectations for Federal […]
June 2026 Commentary: Mixed Signals in a Market at New Highs
Mixed Signals in a Market at New Highs | Steve Henderly, CFA Printer Friendly PDF: June 2026 Commentary Whether red hot or ice cold, ever notice how the stock market rarely feels comfortable? Sometimes it falls sharply with little warning. Other times it climbs relentlessly despite numerous worrisome headlines. The S&P 500 added eleven new […]
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