Jan 21, 2025 | Blog, Blog Home Banner, Economics and Investing, Timely PM Updates
Written by 4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade January 21, 2025 | TIMELY PM UPDATES 2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably...
Dec 17, 2024 | Artificial Intelligence (AI), Blog, Blog Home Featured, Economics and Investing
Written by Artificial Intelligence Doesn’t Appear Ready to Take Over the World Yet December 17, 2024 | ECONOMICS & INVESTING The last two years have seen an explosion in the availability of artificial intelligence (AI) tools to the consumer. Products like ChatGPT and...
Oct 10, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by 3Q24 Commentary: As the Fed Provides a Clearer Fiscal Policy Roadmap, Our Models Signal for Less Risk October 10, 2024 | TIMELY PM UPDATES Markets broadened as we anticipated, and our Decathlon strategies were able to take advantage With Central Banks...
Oct 2, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates? October 2, 2024 | TIMELY PM UPDATES Last week marked the beginning of the end of one of the most rapid interest rate hiking cycles in history. There has been no...
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...
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