In this month’s market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team examine recent market activity and the performance of major market indexes. Here are the key takeaways from May.

SpaceX filed its S-1 last Wednesday, aiming to raise $75 billion at a $1.75 trillion valuation. If it prices there, it would be the largest IPO in history - nearly double Saudi Aramco. The listing is expected mid-June.

As part of our monthly market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team break down recent market activity, with a focus on major index performance. Here’s what stood out in April.

As tax season finally winds down, I’m reflecting on the last several weeks working on tax returns for many of you, while simultaneously keeping a close eye on the markets.

As part of our monthly market check-in, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team unpack the latest market activity, with a focus on how major indexes performed. Here’s what stood out in March.

When investors talk about risk, the conversation usually focuses on market volatility. But another type of risk often gets overlooked: liquidity.

As part of our monthly market check-in, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team break down what’s happening in the markets, with a focus on major index performance. Here’s what stood out in February.

As part of our monthly market check-in, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team break down what’s happening in the markets, with a focus on major index performance. Here’s what stood out in January.

Dear Clients, I wanted to share an interesting perspective on the U.S. military operation in Venezuela over the weekend (Operation Absolute Resolve, January 3, 2026), which resulted in the capture of Nicolás Maduro and strikes on key targets. While public narratives from President Trump emphasize oil reserves, drug trafficking, and regional stability (with plans for U.S. companies to rebuild Venezuela's oil infrastructure), a deeper analysis suggests more complex strategic motivations tied to national security. This quick summary is drawn from an insightful Substack article by Renegade Resources called "The Real Reason the Pentagon Approved Venezuela: Critical Minerals and Adversary Expulsion.”

Each month, our Chief Investment Strategist, Eric Stein, together with the East Bay Investment Solutions team, provides a concise snapshot of the markets, including key index performance. Below are this month’s highlights.