Client Portals

Posts by David S. Waddell

Manager reviewing stats on AI robot

Appraising AI

The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,

Manager reviewing stats on AI robot
Weekly Insights
David S. Waddell

Appraising AI

The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,

Read More »
Weekly Insights
David S. Waddell

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

Read More »
Weekly Insights
David S. Waddell

The #1 Thing

The Full Story: As this year closes, I am particularly grateful that our optimistic outlook for 2023 came to pass. Our primary investment thesis contained

Read More »
Weekly Insights
David S. Waddell

The Everything Rally

The Full Story: On Wednesday, Chairman Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to

Read More »
Weekly Insights
David S. Waddell

Migrating to Mandate #2

The Full Story: The US Central Bank has two congressional mandates. First, maintain stable prices. They must pursue monetary policies that limit inflation/deflation and price

Read More »