News & Insights
Artificial Intelligence
As of the end of March 2024, Nvidia (NVDA) has added over $1 Trillion in equity market capitalization this year alone! To put that into perspective, there are only 5 publicly trade
What Past Election Results Can Tell Us About The Markets
As we try to provide our clients with as much knowledge and insight as possible, the number one question we’ve been asked in recent months is “How will the 2024 Electio
Navigating 2024
As we close out 2023 and move into 2024, this is the time of the year where many pundits on Wall Street issue their year-ahead forecast. To be honest, in my 26-year career, I have
Headwinds and Tailwinds
The seasonality of the markets has not disappointed us so far as investors in 2023. I’m referring to the Winter months (November-to April). On October 23rd, the 10-year US Treasu
Focus On The Destination, Not The Noise…
More than 50 years ago, Benjamin Graham, the ‘Father of Value Investing,’ observed; “In the short run the market is a voting machine, but in the long run, it is a weighing ma
Have Fears of a Possible Recession Been Pushed Out?
Following one of the most challenging years for equities in more than a decade, stocks have rebounded sharply in 2023 as investors have celebrated better-than-expected corporate ea
Growth Stocks Continue to Win in 2023
“Skate to where the puck is going, not to where it has been”, Wayne Gretzky. The Consumer Sentiment Index hit a bottom in December 2022 at 59.7 and set the stage for investors
Patterns May Expose Opportunities
The Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) have joined forces to guarantee to cover all deposits of Silicon Valley Bank as well as Signature Bank of N
Housing Inflation
About 24% of the value of all those goods and services that make up the consumer price index (CPI) — which is what the Bureau of Labor Statistics measures every month to calculat
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