2nd Quarter 2023: The Return of Guarded Optimism
Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]
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Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]
Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. […]
April 4, 2023 Over the past several months, Artificial Intelligence (AI) has leaped from the realm of science fiction into […]
March 9, 2023 Grid reliability is becoming increasingly important as our energy needs and dependence continue to grow. The COVID-19 […]
February 17, 2023 Raising the debt ceiling is a regular feature of the US political and financial landscape. Since June […]
July 31, 2023 Capital markets were put through the wringer in 2022, resulting in many fixed income portfolios failing to […]
January 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and […]
Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have […]
December 15, 2022 The US and much of the world is engaged in a multi-decade effort to replace fossil fuels […]
Looking Beyond the Risks “When you see only problems, you’re not seeing clearly.” – Phil Knight, Shoe Dog: A Memoir […]