Sep 17, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Rate Cuts, Mid Caps, Rising Uncertainty September 17, 2024 | FIRESIDE CHARTS Hello Readers, Like most investors, we’re eagerly awaiting the Federal Reserve’s (Fed’s) decision on interest rates. Frankly, it can’t come soon enough —...
Sep 12, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by What Is the Yield Curve Telling Us? September 12, 2024 | TIMELY PM UPDATES The longest continuous yield curve inversion has finally come to an end. Or has it? The answer depends on how you measure it. That’s just one of my gripes with the yield curve...
Sep 10, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by How to Allocate Based on Possible Fed Decision September 10, 2024 | TIMELY PM UPDATES What’s the Fed Going to Do in September? I posed the question because that is how it is often posed to us, but that’s not actually the question I want to try to answer...
Sep 6, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Interest Rate Policy, Job Creation, Office Vacancies September 6, 2024 | FIRESIDE CHARTS Happy Friday! I hope everyone had a relaxing long weekend and is settling into fall. In this week’s Bird’s Eye Breakdown video I wanted to highlight...
Sep 5, 2024 | Artificial Intelligence (AI), Blog, Blog Home Featured
Written by Today’s AI Investment Boom in the Context of History September 5, 2024 | How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen...
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