Research & News
Daily Comment (November 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with our analysis of concerns over a rise in job cut announcements. Next, we examine what JPMorgan’s involvement in the Argentine bailout reveals about the evolving relationship between the private and public sectors, along with updates on OpenAI seeking… Read More »
Daily Comment (November 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment leads with a critical analysis of the Supreme Court hearing on presidential tariff powers. Subsequent sections assess the economic implications of the latest PMI data and rising US household debt. Our international focus is Japan’s significant commitment to AI and… Read More »
Daily Comment (November 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of Tuesday’s electoral contests. We then delve into the factors driving the recent cryptocurrency sell-off. Further coverage includes the continuing government shutdown, the EU’s relaxation of certain climate rules, and the escalation of US-Venezuela tensions. A… Read More »
Daily Comment (November 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of mounting concerns over a potential market pullback. We then examine how a wave of new AI partnerships continues to provide crucial market momentum. Our coverage further extends to government initiatives in the energy and commodities… Read More »
Daily Comment (November 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that key oil-producing countries have agreed to stop boosting output as the risk of a global glut becomes more evident. We next review several other international and US developments that could affect the financial markets today,… Read More »
Asset Allocation Bi-Weekly – When the Financial System Finds a Cockroach (November 3, 2025)
by Thomas Wash | PDF No one likes finding a cockroach, especially in a place that should be clean, like the financial system. Last month, JPMorgan CEO Jamie Dimon issued a warning, suggesting that isolated loan failures — the “cockroaches” — are pointing to a much broader credit risk problem. He specifically flagged risky loan… Read More »
Daily Comment (October 31, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an examination of the US push for a digital free-trade economy. We then assess the ongoing government shutdown and its implications. Further coverage includes the Senate’s movement on tariff-repeal bills, the role of corporate earnings in bolstering tech… Read More »