Brian Holmes - Raymond James

07/09/2026

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focused on two key catalysts: second-quarter earnings season and renewed geopolitical tensions in the Middle East.

Read more here.

amazonaws.com

07/03/2026

A quarter millennium of big dreams. Happy Fourth of July!

07/02/2026

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.

Read more in the Weekly Market Guide.

amazonaws.com

06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

amazonaws.com

06/18/2026

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

amazonaws.com

06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

05/24/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.