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 …
The “Near” Death of Bonds November 2022 By Jonathan McAdams, CFA In 1952, a University of Chicago professor named Harry Markowitz published a Journal of Finance article inauspiciously titled “Portfolio …
Where do we go from here? October 2022 By Robert F. Taylor, CFA “And where do we go from here? Which is the way that’s clear?” – David Essex, “Rock …
The Outlook from Jackson Hole September 2022 By Ward Williams The Federal Reserve Bank of Kansas City hosted its annual economic symposium in Jackson Hole, Wyoming on August 25, 2022. …
Don’t Look Back August 2022 By Robert F. Taylor, CFA There’s an old Wall Street adage that investors should “Sell in May, and Go Away,” the rationale being that markets …
Headlines & Buzzwords July 2022 By Ward Williams With news programs and internet news pages competing in a 24/7 news cycle, how do content providers get the public to notice …
Market Commentary: March 2023 – Investing in the World of AI
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 …