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Portfolio Manager Insights | A Balanced View of Inflation and Earnings as the War in Iran Evolves — 4.15.26

By Source Author | April 15, 2026

Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for

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Volume Analysis | Flash Update – 4.13.26

By Source Author | April 13, 2026

Put Up or Shut Up In practical terms, the week began Wednesday, April 8th, with a decisive bullish gap higher

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Market Commentary – March 2026

By Source Author | April 10, 2026
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In the near term, this geopolitical shock is inflationary due to severe supply disruptions across energy markets and

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Market Commentary – February 2026

By Source Author | March 11, 2026
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After starting the year off strong, equity markets reversed course in February with the S&P 500 Index losing

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International Equities: A Clearer, More Consistent Framework – March 2026

By Source Author | March 6, 2026
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Traditional asset‑allocation models typically recommend allocating a portion of an equity portfolio to international stocks. The rationale is

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Market Commentary – January 2026

By Source Author | February 10, 2026
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Equity markets began the year on strong footing, with the S&P 500 up 1.45% in January, though there

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Market Commentary – December 2025

By Source Author | January 9, 2026
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The Santa Claus rally ghosted Wall Street as stocks slipped in the final days of December. The S&P

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Market Commentary – November 2025

By Source Author | December 4, 2025
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The S&P 500 eked out a minor gain in November of 0.25%, marking the seventh consecutive positive monthly

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Market Commentary – October 2025

By Source Author | November 6, 2025
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The S&P 500 keeps grinding higher with October up another 2.34%, marking the sixth consecutive positive monthly return.

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Market Commentary – September 2025

By Source Author | October 6, 2025
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Animal spirits were alive and well in September as equity markets experienced strong gains with the S&P 500

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Information presented is for educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any securities. Koehler Asset Management's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services are offered through Koehler Asset Management, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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