Verus’ whitepapers, viewpoints, and annual outlooks

• August 2025

• Market Note

August jobs report revisions suggest far weaker job market

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• July 2025

• Market Note

Federal workers suffering from job cuts are finding employment at state & local levels

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• July 2025

• Market Note

Are “meme stocks” back?

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• July 2025

• Market Note

Tariff-fueled inflation continues to be surprisingly absent

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• July 2025

• Market Note

Size Matters

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• July 2025

• Market Note

Is the international equity outperformance story a mirage?

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• June 2025

• Market Note

A wild ride for energy markets

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• April 2025

• Market Note

Do bonds always provide diversification to equities?

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• April 2025

• Market Note

What now for U.S. equities?

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• April 2025

• Market Note

Investors rotate out of U.S. equities and into Europe, on weaker growth & tariff fears

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• March 2025

• Market Note

Magnificent Seven stocks becoming less magnificent

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• March 2025

• Market Note

Markets move sharply negative as the tariff standoff continues…

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