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 …
What Lies Beneath the Surface December 2022 By Ward Williams Hurricane Nicole hit the east coast of Florida earlier this month and washed away vast amounts of sand from various …
Market Commentary: August 2023 – Debt & Downgrades
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, …