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Our Publications
June 2025 Market Commentary – Kindness of Strangers
Kindness of Strangers | Steve Henderly, CFA Printer Friendly PDF: June 2025 Commentary The phrase “kindness of strangers” originates from Tennessee Williams’ Pulitzer Price-winning play, A Streetcar Named Desire, which was first performed in 1947. Character Blanche DuBois utters the phrase as she’s taken away to a mental institution following the loss of her home […]
May 2025 Market Commentary – A “Tarrif-fying” Ride
A “Tarrif-fying” Ride | Steve Henderly, CFA Printer Friendly PDF: May 2025 Commentary Game theory is the study of strategic interactions between individuals or groups. It provides mathematical models to analyze competition, cooperation, negotiation, and conflicts. Game theory is also a useful framework for predicting behaviors of individuals where everyone is trying to outsmart each […]
2025 Q1 Nvest Nsights Newsletter
It was the Best of Times, Then The Worst of Times | Steve Henderly, CFA LINK to PDF VERSION “It was the best of times, it was the worst of times”… the famous opening line from Charles Dickens’ novel, ‘A Tale of Two Cities’ seems one of the most frequently used quotes when it comes […]
Special Market Update: March 13, 2025
Warm and sunny weather appeared this week in Ohio. Unfortunately, the stormy stock market conditions appear to be sticking with us. Since an all-time high on February 19th, a more uncertain mood is gripping the markets. Today, the S&P500 officially joined the Nasdaq in “correction” territory – defined as a pullback of more than 10%. […]

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