Market & Economic Commentary
Thu, Sep 03 2026
06 PM
Wed, Aug 12 2026
02 PM
Thu, Aug 06 2026
04 PM
Wed, Jul 08 2026
05 PM
Market Commentary | June 2026
Monthly Update After a solid rebound in April and May after the Middle East conflict selloff seen in March,...
7 min read
Tue, Jun 30 2026
02 PM
Wed, Jun 03 2026
05 PM
Where Evidence Meets Opportunity | May 2026
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager A...
6 min read
Wed, Jun 03 2026
02 PM
Market Commentary | May 2026
Monthly Update After a strong rebound in stocks in April after two months of weakness, that momentum...
6 min read
Fri, May 22 2026
02 PM
Don't Read Too Much Into Berkshire's UNH Exit
Written by: David Mandelbaum, Portfolio Manager We have been asked about the latest Berkshire Hathaway 13F...
3 min read
Tue, May 19 2026
08 PM
Healthcare Investing: The Market Is Paying for Proof, Not Promise
Written by: David Mandelbaum, Portfolio Manager What Healthcare's Divergence Says About the Broader Equity...
8 min read
Tue, May 12 2026
04 PM
Where Evidence Meets Opportunity | April 2026
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager ...
9 min read
Wed, May 06 2026
10 PM
Market Commentary | April 2026
Monthly Update Markets moved fast in April. Here is what drove them. Equities: A Remarkable Month Stock...
5 min read
Thu, Apr 02 2026
09 PM
Market Commentary | March 2026
Monthly Update I write this March commentary on April 2nd with the price of a barrel of crude oil at about...
7 min read
Thu, Apr 02 2026
09 PM
Where Evidence Meets Opportunity | March 2026
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager ...
7 min read
Wed, Mar 04 2026
07 PM
Market Commentary | February 2026
Monthly Update I write this February letter a few days into March and after the US and Israel attacked Iran...
6 min read
Tue, Mar 03 2026
06 PM
Where Evidence Meets Opportunity | February 2026
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager ...
7 min read
Wed, Feb 04 2026
09 PM
January 2026 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The global macro environment is just so fascinating right now I must say. So many moving parts...
6 min read
Wed, Feb 04 2026
08 PM
Where Evidence Meets Opportunity | January 2026
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager ...
6 min read
Tue, Jan 06 2026
04 PM
December 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update I will start by sending my best wishes for a happy and healthy 2026. While this monthly letter...
7 min read
Fri, Jan 02 2026
02 PM
Where Evidence Meets Opportunity | December 2025
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager ...
4 min read
Tue, Dec 02 2025
05 PM
November 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update If one went to sleep on November 1st and woke up on November 28th, the last trading day of the...
6 min read
Mon, Nov 10 2025
06 AM
October 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update One month ago, on the day I wrote the September letter, the US government was one day into its...
6 min read
Mon, Oct 06 2025
08 PM
September 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update I write this September letter on October 1st where the US federal government is partially shut...
6 min read
Thu, Sep 04 2025
06 PM
August 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The stock market continued on with its monthly winning streak for the fourth month in August,...
7 min read
Tue, Aug 05 2025
02 PM
July 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update While the month of July saw a continuation of the stock market recovery from the early April...
8 min read
Mon, Jul 07 2025
01 PM
June 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update After a strong stock market rebound in May after three months of declines, stocks continued...
8 min read
Mon, May 05 2025
01 PM
May 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The rally in stocks that began in earnest on April 9th off the post April 2nd “Liberation Day”...
8 min read
Mon, May 05 2025
04 AM
April 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The S&P 500 fell in April for the 3rd straight month but ended much better than it started the...
8 min read
Sat, Apr 05 2025
04 AM
March 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update I’ll start this March letter by going straight to the tariff discussion as we know it’s what...
8 min read
Wed, Mar 05 2025
05 AM
February 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update As of this writing, the S&P 500 has given back all of its post-election gains and at least...
8 min read
Wed, Feb 05 2025
05 AM
January 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update January ended and February started with a lot of drama related to the tariff threats President...
8 min read
Mon, Jan 06 2025
05 AM
December 2024 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update Happy 2025 and it will certainly be another eventful year in so many ways as life is seemingly...
8 min read