July 2026 Market Recap: AI Is No Longer About Hype. It's About Returns.
If June reminded investors that good economic news can sometimes become bad market news, July highlighted a different reality: the market is no longer questioning whether artificial intelligence is transformative. It is beginning to ask who will ultimately profit from it. After several years in whic...
By Justin Lowry
June 2026 Market Recap: When Good News Becomes Bad News
June offered investors a reminder that markets do not simply react to whether news is good or bad. They react to what that news means for the future. A stronger-than-expected labor market would normally be viewed as positive. In June, it helped send stocks sharply lower. Inflation that matched expe...
By Justin Lowry
May 2026 Market Recap: Strong Markets, Persistent Risks, and the Continued Rise of AI
May delivered another strong month for equities, but the path higher was anything but straightforward. Investors spent the month balancing three competing forces: persistent inflation, continued geopolitical uncertainty in the Middle East, and corporate earnings that remained surprisingly resilient....
By Justin Lowry
April 2026 Market Recap: From Geopolitics to Growth
April was a powerful reminder of how quickly market narratives can shift. What began as a month dominated by geopolitical uncertainty ultimately transitioned into a strong, risk-on rally driven by earnings, AI momentum, and shifting expectations around monetary policy. A Historic Month for Equities...
By Justin Lowry
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The Limitations of Using AI as a “Free” Portfolio Tool
Generative AI platforms such as ChatGPT, Anthropic, and others have quickly become popular tools for brainstorming ideas, summarizing information, and assisting with research. Naturally, some financial professionals have begun exploring whether these tools can also be used for portfolio construction...
By Justin Lowry
March 2026 Market Recap: Geopolitics, Inflation, and the Return of Macro Risk
March was a reminder that markets don’t move in a vacuum. After a relatively stable start to the year, equities pulled back meaningfully as geopolitical tensions escalated and macro uncertainty re-entered the picture in a very real way. Market Overview • The S&P 500 declined approximately -4.35% du...
By Justin Lowry