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Market Update

The Impact of Conflict in Iran on the Crude Oil Market
Posted inEssential Macro News Daily Update Dennis Leontyev

The Impact of Conflict in Iran on the Crude Oil Market

Understanding Geopolitical Tensions and Their Ripple Effects Introduction The crude oil market is one of the most sensitive global commodities markets, significantly influenced by geopolitical tensions. Among the most critical…
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June 24, 2025
Market Update 06/16/2025
Posted inDennis Leontyev Daily Update Market Update

Market Update 06/16/2025

Not So Stable Economy The stop-and-start trade wars have effectively created a stop-and-go economy — one that is subject to the whims of the president and his daily pronouncements about…
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June 17, 2025
Market Update 06/02/2025
Posted inDennis Leontyev Daily Update Market Update

Market Update 06/02/2025

Fund Performance The month of May was good for us and our clients. Our managed accounts returned 9.45% (non-compounded) during May, which brought our gross performance year-to-date to 47.10%. Here…
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June 2, 2025
Market Update 05/18/2025
Posted inMarket Update Daily Update Dennis Leontyev

Market Update 05/18/2025

The stock market has been enjoying a relief rally over the last few weeks, triggered by hope that the tariff situation will be resolved somehow. Gold and other risk-off assets…
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May 18, 2025
Posted inMarket Update Dennis Leontyev

Confused, uncertain and conflicted…

Market Update 04/21/2025 We are in an economic environment where investors are confused, uncertain and conflicted. Our government policies change every day, which presents uncertainty and causes reluctance to invest.…
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April 21, 2025
Posted inMarket Update Dennis Leontyev

Bond Market Behaving Badly

Market Update 04/13/2025 Our government economic policies are recking havoc in the markets. S&P 500 sold off nearly 20% from the all-time highs before rebounding. There is too much uncertainty,…
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April 14, 2025
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