Blog
Insights from JWA
Running a Global Macro portfolio involves an understanding of the ever-evolving nature of the capital markets. That understanding is itself always changing. With the help of our research services and our own daily analysis, we attempt to make sense of the investing landscape and glean actionable steps to risk manage and capitalize on opportunities.
We can always buy it back.
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”- Mark TwainIf I'm producing a new blog entry, it's probably a safe bet that capital markets are uneasy. Admittedly, I am more...
Read More
Market Update: November 19, 2025
The US stock market sits at an important level, within a major support zone, and there are reasons to believe buyers may show interest here. The question is how strong that buying impulse will be.
Read More
IRS Tax Inflation Adjustments for 2026
The IRS has released its annual inflation adjustments for tax year 2026, incorporating changes from the "One Big Beautiful Bill (OBBB)". Here are the most important updates for indivduals & businesses.
Read MoreIRS Releases 2024 Tax Brackets, Retirement Contribution Limits
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
Read More
Rally week sustainable?
As seasoned market participants know, the sharpest rallies occur in bear markets. So, let’s visually assess where we stand.
Read MoreShow All
An Orderly Correction (thus far)
The reputation of the historically volatile timeframe of August, September and early October has not disappointed in 2023. Let's take a look at the "what" that is the S&P 500 chart, avoiding analysis paralysis in the "why".
Read More
Capital Markets Rumble: Liquidity vs. Fundamentals
There is a frenzied struggle currently in play within global markets, tilting against each other two titan macro factors: Global Liquidity and Economic Fundamentals. At stake: asset winners and losers for 2023.
Read More2022 Review - The Comeuppance
We got to the peaks of 2021 on the back of cheap money, cheap labor, and cheap energy. In 2022, we saw the beginnings of the reversal to all three themes.
Read More
Irregular Correlations
Stocks and bonds falling together over an extended period is rare, however. The degree to which both asset classes have fallen from their peaks this year is virtually without comparison.
Read More