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Elyxium Insights

View All   |  Videos  |  Monthly Commentary | Quarterly Commentary | Annual Commentary

Monthly Commentary Joel Kofman 6/11/25 Monthly Commentary Joel Kofman 6/11/25

Investor Sentiment and Stock Market Performance One Year Later

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Videos, Quarterly Commentary Joel Kofman 5/13/25 Videos, Quarterly Commentary Joel Kofman 5/13/25

Understanding Uncertainty and Volatility

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Quarterly Commentary Joel Kofman 4/30/25 Quarterly Commentary Joel Kofman 4/30/25

First Quarter 2025 Summary and Discussion of Tariffs and Inflation

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Monthly Commentary Joel Kofman 4/4/25 Monthly Commentary Joel Kofman 4/4/25

What Does President Trump’s New Tariff Plan Mean For Markets?

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Monthly Commentary Joel Kofman 3/25/25 Monthly Commentary Joel Kofman 3/25/25

A Slight Shift Away From US Market Dominance

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Annual Commentary Calvin Jung 1/28/25 Annual Commentary Calvin Jung 1/28/25

Alternative Investment Outlook: Opportunities for 2025 and Beyond

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Annual Commentary Calvin Jung 1/28/25 Annual Commentary Calvin Jung 1/28/25

Outlook for 2025: Navigating Opportunities Amidst Geopolitical Tensions and Economic Shifts

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Monthly Commentary Calvin Jung 12/11/24 Monthly Commentary Calvin Jung 12/11/24

The Anatomy of the Bull Market that Began in 2022

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Monthly Commentary Calvin Jung 11/18/24 Monthly Commentary Calvin Jung 11/18/24

U.S. Federal Deficits: A Familiar Problem with Potentially Far-Reaching Consequences

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Monthly Commentary Joel Kofman 11/11/24 Monthly Commentary Joel Kofman 11/11/24

Assessing the Potential Impact of a Trump Presidency on the Markets

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Monthly Commentary Calvin Jung 10/29/24 Monthly Commentary Calvin Jung 10/29/24

The Impact of Presidential Elections on U.S. Stock Markets 

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Monthly Commentary Calvin Jung 8/5/24 Monthly Commentary Calvin Jung 8/5/24

AI, Elections, and Valuations: What Could Shape the Rest of 2024

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Quarterly Commentary Calvin Jung 6/20/24 Quarterly Commentary Calvin Jung 6/20/24

Alternative Investment Perspectives

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Monthly Commentary Calvin Jung 6/17/24 Monthly Commentary Calvin Jung 6/17/24

June 2024 Update: Positioning For a Mid-Cycle Bull Market

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