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 …
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, …
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 – …
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 …
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, …
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 …
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, …
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 …