Baird Market Strategy

Gold is up 110% over 2 years--why, and why now?

Amid FOMO, the attention economy, and talk of bubbles, every investor must run their own race.

This week, Ross looks at gas and rent prices, the housing market, the ongoing shutdown, Gold, and Harry Houdini.

Mike and Ross break down what’s fueling the stock market and the economic blind spots that could catch investors off guard.

Ross checks in with wages vs. inflation, job-hugging, and which industries gained jobs in the last year.

Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.

In August’s episode, Mike and Ross tackle all-time highs and the timeless worries that come with them.

All-time highs can make investors nervous to dive in, but Ross looks to the data for a counter-argument.

In a timely revisit, Mike and Ross review their assessment of the U.S. national debt and underscore their perspective on its impact to clients.

Market Strategist Mike Antonelli highlights the parallels between golf and investing and what it takes to do both well.

The S&P 500's average annual return has been 10% for a century...but that's almost never how it feels.

What can April’s selloff (and Warren Buffett) teach us about long-term investing success?

Ross provides looks at the fears that the dollar will lose its reserve status and sheds light on why it's unlikely to happen.

Stocks dropped precipitously on concerns for the future of Fed independence and trade war persistence .

Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.

Ross compares this selloff with others in history, offers some context, and gives insight on whereto from here.

The stock market had a fearful "sell everything" moment as it wrestled with how to process broad new tariffs.

What can a recent spring storm tell us about the market's current volatility?

Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.

How should investors interpret recent market volatility? And what’s different this time?

Ross provides background and context after the stock selloff on Monday, March 10.

As policy uncertainty and lackluster economic data shake the market, Ross looks at spots of weakness and strength.

The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?

With an unlimited buffet of information at our finger tips, what are the biggest risks to investors' long-term goals?

How should investors respond to the recent tariff news? And what do online gambling companies have to do with investing?

Mike talks about the importance of stepping back to notice how far you've come.

Investors often fall back on key indicators such as the yield curve recession signal, but can we rely on them?

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

Are back-to-back 20% years a bearish sign for the third year? According to history, the answer is no.

Ross presents 8 themes heading into the new year, provides perspective to investors, and has a little fun with arithmetic.

Ross tackles the return of Bitcoin buzz with an explainer on how to think of crypto from an investment perspective.

Mike and Ross look back at the surprises and lessons of 2024, make their predictions for 2025, and talk holiday potpourri.

Election Day is now in the rearview mirror; what can we learn about investor behavior during election cycles?

Mike and Ross hash out the election: Were their predictions true? Why is the market up? Where do we go from here?

The current bull market is set to enter its third year. What are the real risks facing investors?

This month, Mike and Ross take on some common market myths, and attempt to put them to rest.

After much anticipation, the Fed has finally begun to lower interest rates. Here's what that means.

A look at the 24 other times since 2010 that the market sold off 6% in three days (and what it looked like one year later).

Was August’s market selloff just a blip, or a sign of something bigger?

The present moment often feels chaotic, but the stock market's advance across decades is strewn with such moments.

The selloff in global stocks over recent days has been sharp and swift, with volatility spiking to levels unseen since 2020.

Is the bull market peaking? Not so fast. Mike and Ross explain why they continue to be optimistic about the current market rally.

Investing carries risk, and so does sitting on the sidelines: the S&P 500 is up 40% since ChatGPT was released in late 2022.

Mike and Ross tackle what they believe to be the hardest thing about being an investor.

Mike and Ross explain the Big Mistake, and how to avoid it.

Taking stock of the current market.

Ross Mayfield, Investment Strategy Analyst, provides a recap recent market action and some perspective to investors.

As the year closes out, Mike and Ross discuss what really moved the markets and economy in 2023.

Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.

When geopolitical tensions rise and the future is unknowable, what’s an investor to do?

Recounting his own mid-life crisis, Mike thoughtfully reminds readers that a prior event’s pain can lead to future success.

As things ramp up into year end, what should investors be watching?

Even when the markets are quiet, Mike has insightful advice about investing – and life.

Taking a simple approach to investing can be just as rewarding as a complex one – like playing pickleball instead of tennis.

Mike Antonelli and Ross Mayfield share a few things that are shocking them about the markets and economy today.

Is artificial intelligence over-hyped, or will it take jobs away? Mike and Ross reflect on AI and the recent debt ceiling crisis.

How do you choose between low unemployment and low inflation?

Mike Antonelli and Ross Mayfield address the most common question they’re hearing from clients this month: Is a recession imminent?

Mike Antonelli and Ross Mayfield tackle the most pressing questions on clients’ minds in April 2023.

Instead of letting financial anxiety get the best of you, call up your partners at Baird. Trust us, we’ve been there before.

There’s more to people’s investments than what they may share. The financial success of others doesn’t hinder your own.

After a tough year for stocks in 2022, Mike urges investors to keep living authentically – no matter what comes next.

2022, a year that endured 10 long months of a bear market, taught us many lessons about investing. Mike offers his top 10.

While many look to simply survive a bear market, Mike shares a few tips for investors that could help you thrive instead.

The market’s bottom point is only established in the future – that’s why planning for uncertainty is vital.

While we can’t avoid market selloffs, we can expect them. Here’s how to persevere your way through.

Through telling the story of the fluctuations within his son’s 529 account, Mike demonstrates the significance of patience.

In a world focused on the short-term, patience is key. When many around you panic, Mike encourages you to stick to your game.

If you’re feeling the pressure of scary news headlines and a jittery stock market, Mike has 10 helpful suggestions for you.

Don’t let the natural uncertainty of the market get the best of you. If stocks decline, consider your options before selling.

Though the generations have vastly different traits, Millennials may be more similar to Baby Boomers than you think.

By comprising his adult life into a 24-hour story, Mike expresses the importance of embracing the little things.

In a breakdown of U.S. assets and liabilities, Mike explains why America is still one of the wealthiest nations.

Your personal investment plans should be a reflection of who you are – not who someone on television is telling you to be.

In describing NASA’s feat of putting a helicopter on Mars, Mike encourages investors to take a moment to dream.

Why you shouldn’t let your desire to be correct about the market’s future hinder your ability to maximize your profit.

Feeling tempted by others’ fast market gains? Here’s how to satisfy your FOMO without sacrificing a diversified portfolio.

Nowadays, even memes can move markets – but that doesn’t mean you have to play every new investing game.

In a world of pessimistic news, Mike challenges investors to be optimists, and explains how that mindset can benefit you.

Alongside his 2021 predictions, Mike describes why investors should focus on the long (and not just the short) run.