By Jonathan McAdams, CFA® Hollywood, and movie audiences, love a good sequel – and there are no shortages this holiday season with the likes of Gladiator 2, Moana 2, and …
By Andrew R. Duncan, CFA® As Alice in Wonderland discovered when she traveled through the looking glass, we cannot change our past, but we can learn from it to prevent …
By Yuval Ezer, CFA® In recent months, market volatility has increased significantly, driven by shifting narratives, geopolitical uncertainties, and economic fluctuations. The fear of missing out (FOMO) can be a …
By Andrew R. Duncan, CFA® Change almost always represents an opportunity. People tend to be resistant to change, but it is a building block to personal and professional growth. Whether …
By Jonathan McAdams, CFA® To say that the political landscape has been volatile of late would be a gross understatement. Over the course of a few weeks since the first …
By Robert F. Taylor, CFA® At first glance, the lyrics “meet the new boss, same as the old boss” from The Who’s song “Won’t Get Fooled Again” aptly captures the …
By Andrew R. Duncan, CFA® US electrical utilities are currently experiencing a significant increase in electrical power demand with further increases expected, and the risk of power shortages should lead …
By Yuval Ezer, CFA® The debate between Value and Growth stocks has recently intensified, especially given Value’s persistent underperformance compared to Growth and the rapid rise in long term interest …
By Yuval Ezer, CFA The phrase “winner takes most” is often used to describe how large technology companies dominate their markets, such as Google in online advertising or Apple in …
Investment Commentary: Can The US D.O.G.E. a Bullet?
By Yuval Ezer, CFA® As we write this in late December, the market stands near all-time highs, reflecting an exceptional year for investors. Following the ~3% drawdown of the S&P …