Research
April 2026
April 2026 Market Update: A Mirror Image
In last month’s Market Update published on March 25th we wrote: “The toughest part of investing is handicapping how much of the fundamentals, and future [...]
Read more April 2026 Market Update: A Mirror Image
April 2026
How Wars Shake the Stock Market
Wars have shaped human history for millennia, and they’ve left their mark on financial markets just as dramatically. From the outbreak of World War II to the 2022 [...]
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March 2026
Spring 2026 Market Update: A Bouquet of Ambiguity
A Volatile Q1 In our February market update, we discussed how volatile the first two months of the year were; March has been no different. To take a step back, [...]
Read more Spring 2026 Market Update: A Bouquet of Ambiguity
March 2026
Private Credit is Turning Publicly Sour
At Infinium, we pay close attention to areas of the market that appear overheated. One of the clearest warning signs that an asset class may be heading for [...]
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October 2025
Wealth Taxes Don’t Work
Wealth taxes, which impose levies on an individual’s net worth rather than income, have been proposed in various countries as a tool to reduce inequality and fund [...]
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Frozen Housing Market No More: The Thaw
As October 2025 unfolds, the U.S. housing market remains locked in a delicate balance between persistent affordability challenges and tentative signs of recovery. [...]
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Government Shutdown: A Partisan Stalemate
The United States federal government entered a partial shutdown at 12:01 a.m. EDT on October 1, 2025, marking the 11th such impasse in modern history and the third [...]
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Federal Reserve Cuts Interest Rates for the First Time in a Year
On September 17, 2025, the Federal Open Market Committee (FOMC) announced a landmark decision: a 25-basis-point cut to the federal funds rate, bringing the target [...]
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June 2025
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P [...]
Read more Summer Market Update: Opportunities in the Wild (Market)
April 2025
April 2025 Market Update: High and Dry
Last night, we hosted our Spring Market Update dinner at Del Frisco’s Steakhouse titled “Winning Strategies to Protect Your Portfolio in Uncertain Times.” To all [...]
Read more April 2025 Market Update: High and Dry
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Recent posts
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April 2026 Market Update: A Mirror Image
April 24, 2026 -
How Wars Shake the Stock Market
April 15, 2026 -
The 401k Catch-Up Rule Change You Need to Know for 2026
March 30, 2026 -
Spring 2026 Market Update: A Bouquet of Ambiguity
March 25, 2026 -
Private Credit is Turning Publicly Sour
March 23, 2026 -
Collecting Social Security: What You Need to Know in 2026
February 27, 2026