The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
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 throughout history. Last Thursday, Nvidia...
Integrate AI Into Your Practice: Actions You Can Take Today with ChatGPT and Midjourney
Staying abreast of the cutting-edge tools and products available can seem daunting in the rapidly evolving world of artificial intelligence (AI). In this guide, we’ll attempt to demystify two well-known AI tools, ChatGPT and MidJourney.
7 Due Diligence Questions to Ask When Interviewing AI-Based Asset Managers
With the sudden onslaught of new artificial intelligence-based applications and tools, many managers may now be marketing their strategies as using “artificial intelligence” or machine learning. The following questions could...
Labor Productivity, Construction Employment, Small-Cap Stocks
Happy Veterans Day! Labor productivity increased more than expected in the third quarter, as the economy continues to digest pandemic era disruptions. The labor market is weakening, unfortunately this...