Debt & Downgrades August 2023 By Jonathan McAdams, CFA “There are some things people shouldn’t worry about…this is one.” Warren Buffett, Aug 2023 In a surprise move on Aug 1, …
Take a Breadth July 2023 By Robert F. Taylor, CFA Imagine yourself strolling down a vibrant city street filled with bustling shops and lively businesses on both sides. The atmosphere …
Inflation & The Fed Redux June 2023 By Ward Williams Over the last several quarters we have seen rising inflation and watched as The Fed has raised interest rates in …
An Exercise in Frustration May 2023 By Jonathan McAdams, CFA My oldest son is a cross country and track athlete, and I tell people that apple fell very far from …
Is the Dollar Doomed? April 20, 2023 By Robert F. Taylor, CFA The U.S. Dollar, as the world’s major reserve currency, has recently faced speculation about its decline and potential …
Investing in the World of AI March 23, 2023 By Ward Williams Note: While we are actively monitoring news out of the banking sector and will follow up if new …
Translating the Turmoil March 16, 2023 By Robert F. Taylor, CFA The past few days have brought two of the three largest bank failures in U.S. history, which have elevated …
Leading the Runner February 2023 By Jonathan McAdams, CFA Football season has now drawn to a close (congrats Chiefs fans!). Like many Super Bowl fans, I was particularly gripped by …
Are Bugs a Buy? January 2023 By Robert F. Taylor, CFA If we have learned anything since March of 2020, it’s that the world is changing. After years of low …
Market Commentary: September 2023 – Content Is King
Content Is King and the Polka King Who Knew It September 2023 By Ward Williams In the beginning, there was radio, and all programming was live. Then came broadcast television, …