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The primary investment themes of 2023 and 2024 continued in 2025.  AI continues to dominate markets.  Capital expenditures from AI...

Artificial Intelligence and data centers have taken over financial markets, which is causing investors to question whether we are in...

The ever-changing tariff dynamic continues to dominate financial headlines.  When we sent out our first quarter newsletter on April 4th,...

After two consecutive strong years in equity markets, volatility is rearing its ugly head, and tariffs are the focus.  The...

Equity markets in 2024 were nearly a carbon copy of 2023.  For the second year in a row, strong market...

The most noteworthy event in financial markets during the third quarter was the Federal Reserve lowering the Fed Funds rate...

Nvidia briefly topped Microsoft in late June to become the world's most valuable publicly traded company.  It has been an...

The main stories in financial markets during the first quarter were the stickiness of inflation and continued strong economic momentum. ...

The most notable events in financial markets during 2023 were the significant bank failures early in the year, the market...

Interest rates were the key theme in economies and markets last quarter.  The 10 Year US Treasury rate increased from...