Skip to content
Contact Us
Home
Our Firm
About Us
Our Mission & Philosophy
Investment & Leadership Team
Mark Keller, CFA
Brian Hansen
William O’Grady
Patty Dahl
Daniel Winter, CFA
Gregory Ellston
David Miyazaki, CFA
Tom Dugan, CFA
Tore Stole
John Wobbe
Joe Hanzlik
Dustin Hausladen
Kaisa Stucke, CFA
J. Blair Brumley, CFA
Brett Mawhiney, CFA
John Laux
Gregory Tropf, CFA, CIPM
Matthew Sinkovitz
Steven Farmer
Patrick Fearon-Hernandez, CFA
Sales Team
Documents & Disclosures
Careers
Products & Performance
Value Equity Strategies
International Equity Strategies
Asset Allocation Strategies
Balanced Accounts
Fixed Income
Alternative Investment Strategies
Funds
Independent Verification
Research & News
All
Daily Comment
Bi-Weekly Geopolitical Report
Asset Allocation Reports
Asset Allocation Bi-Weekly
Asset Allocation Bi-Weekly Podcast
Asset Allocation Weekly Chart Book (Archive)
Asset Allocation Quarterly
Quarterly Rebalance Presentation
Value Equity Insights
Quarterly Update
Current Perspectives
Keller Quarterly
Energy Reports
Weekly Energy Update
Quarterly Energy Comment (Archive)
Business Cycle Report
Podcasts
Confluence of Ideas Podcast
Asset Allocation Bi-Weekly Podcast
Geopolitical Podcast
Confluence Mailbag Podcast
Reading List
Subscribe
Contact Us
Home
/
Daily Comment
/
Daily Comment (July 3, 2025)
/
daily_July_3_2025
daily_July_3_2025
×
Close
Sign up for our Email Newsletter
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.
Accept
