Redistricting Returns
In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
“Hey AI, How Much Money Will You Make?”
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
Pow Pow Powell!
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
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,
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
What to Expect When Wall Street is Expecting
The Full Story This time last year, pessimism reigned. Wall Street strategists were nearly unanimous in their prediction that 2023 would provide businesses with a
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
Redistricting Returns
In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
“Hey AI, How Much Money Will You Make?”
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
Pow Pow Powell!
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
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,
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
What to Expect When Wall Street is Expecting
The Full Story This time last year, pessimism reigned. Wall Street strategists were nearly unanimous in their prediction that 2023 would provide businesses with a
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
