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...
AI and the SEC: 6 Steps to Get Ahead of the AI Rule
Artificial Intelligence as an investment concept has exploded this year with the increasing commercialization of products like Chat GPT and Dall-E. As companies and consumers have adapted the new technologies, the SEC is...
Goldilocks Economy, Profitless Companies, Retirement Savings
U.S. Gross Domestic Product (GDP) grew at an annualized rate of 4.9% in the third quarter. The core personal consumption expenditures (PCE) index, the Federal Reserves preferred gauge of inflation...
Financial Conditions, Retail Sales, Government Debt
The financial markets are working in the Federal Reserve’s favor, as interest rates across the yield curve hit 5% this week. The tighter financial conditions are weighing on asset prices but, so far...