Will Old Risks Return in the New Year?
2025 is off to an exciting start. Will the historical analogies hold true, or will 2025 be a year all its own? Companies are extremely optimistic about the future, but sometimes actions speak louder...
Artificial Intelligence Doesn’t Appear Ready to Take Over the World Yet
AI tools like ChatGPT have wowed us, but are they truly revolutionary like the automobile or television? Learn why current AI models face data and architectural limits, what this means for businesses, and why AI isn’t ready to take over the world—yet.
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...
Rate Cuts, Mid Caps, Rising Uncertainty
Like most investors, we're eagerly awaiting the Federal Reserve's (Fed's) decision on interest rates. Frankly, it can't come soon enough — we're all tired of the endless debate over 25 vs. 50 basis points. I know it's not Friday but I wanted...
What Is the Yield Curve Telling Us?
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 inversion as an economic indicator...
How to Allocate Based on Possible Fed Decision
How can you position your portfolios in preparation for the possible outcomes of the upcoming Fed Decision? There seems to be consensus that the Federal Open Market Committee (the Fed) will pursue one of three leading options...