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Current Research and Commentary

Mike Antonelli's Bull & Baird Blog

Mike Antonelli's Bull & Baird Blog

Mike Antonelli shares timely thoughts and ideas regarding the market and investor behavior on his blog Bull & Baird. His commentary is though provoking and easy to understand. He has been with Baird since 2007 and currently resides in Whitefish Bay, WI with his wife and children.

Link to Brian Wesbury's Blog Page at First Trust

Brian Wesbury is Cief Economist at First Trust Advisors L.P. He regularly posts interest articles about the market and the economy that you may find interesting

Brian Wesbury Blog

Market Strategy by Strategas - a Baird Company

Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.

Click here to view Strategas Market Insights

In the Markets Now by Ross Mayfield

Ross Mayfield is an Investment Strategist on Baird’s Research team. He is a CFA® professional who works closely with financial advisors to educate clients about the economy and markets. In addition, he creates investment strategy content aimed at helping clients achieve their long-term financial goals. 

Ross holds a bachelor’s degree in Finance from the University of Kentucky and earned his MBA from the University of Louisville. Prior to Baird, Ross was an ETF Analyst, and then a Research Analyst at Hilliard Lyons, which was acquired by Baird in 2019. In these roles, he covered a broad range of subjects, from investment product analysis to individual equity research.

A Louisville native, Ross serves as Secretary on the board of the CFA Society Louisville.

Ross Mayfield, CFA is an Investment Strategy Analyst for Baird.  He puts together a monthly article on the markets and the latest market news.

Click here to view Ross Mayfield's 3/19/26 Article - Iran Conflict (Week 3)

All That Matters: War and the Stock Market

March 2026

When global tensions escalate and headlines feel unsettled, investors often wonder how – or if – they should react. In this episode, Mike and Ross explore how markets have historically reacted to conflict and what that perspective can mean for long term investors today.

Click here to view video

Previously:

All That Matters, Episode 26 (February 2026) Shiny Signals
All That Matters, Episode 25 (December 2025) 2025 Unwrapped
All That Matters, Episode 24 (September 2025) Can't Keep A Good Market Down
All That Matters, Episode 23 (August 2025) All-Time Highs, All-Time Worries
All That Matters, Episode 22 (June 2025) The National Debt (Or Does It?)
All That Matters, Episode 21 (May 2025) What Did We Learn?
All That Matters, Episode 20 (April 2025) Weathering A Storm
All That Matters, Episode 19 (March 2025) What's New, What Isn't
All That Matters, Episode 18 (February 2025) Rambling and Gambling
All That Matters, Episode 17 (January 2025) What Lies Ahead

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