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Investment Commentary: Meet the New Boss.. Same as the Old Boss?

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 …

Investment Commentary: The Quest for Power

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 …

Investment Commentary: Hey Siri, Should I Invest in Value or Growth Stocks?

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 …

Investment Commentary: Quality Investing and Cult(ure) as a Competitive Advantage

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: Lessons from the Tulip Bubble to Modern Market Dynamics

By Robert F. Taylor, CFA The Tulip Bubble of the 17th century remains one of the most iconic and captivating episodes in economic history. It took place in the Netherlands, …

Market Commentary: January 2024 – Changing Drivers

Changing Drivers January 2024 By Jonathan McAdams, CFA   I have twin 15-year-olds who just passed their driving test and will soon be launched out onto the roads unsupervised – …

Market Commentary: December 2023 – Charting the Course

Charting the Course: Navigating Market Complexities and Shifting Scenarios as the New Year Unfolds December 2023 By Robert F. Taylor, CFA   As we approach the new year, we find …

Market Commentary: November 2023 – The Normal Abnormal Market

The Normal Abnormal Market November 2023 By Jonathan McAdams, CFA   After a rough 2022, the stock market is having a good year so far. Through the end of October, …

Market Commentary: October 2023 – Broadening Out

Broadening Out October 2023 By Robert F. Taylor CFA   After rallying through July, equity markets displayed their characteristic late summer turbulence this year as stocks turned south in August …

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, …