Viewpoints

Below is a summarized transcript of our IndiView: Weekly Market Update for 4/6/26. The full video is included at the bottom of this post. Markets are still working through a mix of crosscurrents right now, and this week’s update focused on some of the most important ones: the latest jobs…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/30/26. The video can be seen in full at the bottom of this post. Last week I attended the Reservation Economic Summit (RES) in Las Vegas. It was a strong event with thousands in attendance and a good…

Not surprisingly, the U.S. Federal Reserve chose to keep rates steady at its most recent meeting. If you were following CME Fed Fund futures, this was a near certainty. So, with slowing growth and a President openly favoring rate cuts, why hasn’t the Fed moved? A simple answer: inflation. While…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/16/26. The video is included at the bottom of this post. Markets continue to react to several crosscurrents right now, including oil price volatility, stubborn inflation data, and some surprising performance in parts of the technology sector. In…

Below is a summarized transcript of our IndiView: Market Update and Outlook for March 2026. The video is included at the bottom of this post. February and early March brought a tougher environment for markets. Stocks have pulled back, volatility has increased, and geopolitical tensions have pushed oil prices sharply…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/9/26. The video is included at the bottom of the post. Several developments this week highlight how fragile the economic environment can become when multiple pressures hit at the same time. Oil prices surged dramatically, the labor market…

We are approaching the one-year anniversary of “Liberation Day,” when President Trump unveiled a poster board outlining tariff rates for various trading partners. Markets initially reacted poorly to the announcement, but over the past year equities have rebounded and returned to all-time highs before retracing recently.  Despite frequent changes to…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/2/26. The video is included at the bottom of this post. 1. U.S. & Israel Strike Iran — Oil Jumps 7% Over the weekend, the U.S. and Israel launched missile strikes into Iran. Markets reacted quickly, with oil…

Blue Owl (OWL) manages over $250 billion in private capital.Assets under management have grown more than 250% since 2022. So why is the stock down 44% in the past year? Background For most investors, Blue Owl doesn’t carry the brand recognition of JPMorgan or Apple. But in private markets, it…

Below is a summarized transcript of the IndiView: Weekly Market Update for 2/23/26. The video is included at the bottom of this post. Tariffs: Struck Down… Then Rebuilt The Supreme Court limited the prior method used to implement tariffs, but President Trump quickly adjusted and introduced a new 15% global…