Research & News
Daily Comment (September 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Global markets are closely monitoring the impact of China’s recent stimulus measures. In sports news, the New York Liberty have taken a commanding lead over the Atlanta Dream in the first round of the WNBA playoffs. Today’s Comment will delve… Read More »
Daily Comment (September 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a new economic stimulus program in China, although economists are already panning it as insufficient to significantly boost growth. We next review several other international and US developments with the potential to affect the financial… Read More »
Bi-Weekly Geopolitical Report – Eight Megatrends Every Investor Should Know (September 23, 2024)
by Patrick Fearon-Hernandez, CFA | PDF One of the defining characteristics of our investment strategy work here at Confluence is that we pay close attention to big, global trends in geopolitics, economics and trade, demographics, technology, and even social and political developments. We then try to determine how to incorporate those trends into our strategies,… Read More »
Daily Comment (September 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a new Western alliance to help develop strategic mineral resources outside of China’s control. We next review several other international and US developments with the potential to affect the financial markets today, including a surprise… Read More »
Daily Comment (September 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Today’s market is still grappling with the implications of the recent rate decision. In sports news, Tina Charles etched her name in WNBA history, setting new records for career rebounds and double-doubles. Today’s Comment examines the market’s guarded optimism amidst… Read More »
Daily Comment (September 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are still digesting the Federal Reserve’s latest interest rate decision. In sports news, Shohei Ohtani continues his historic season, aiming to become the first player to hit 50 home runs and steal 50 bases in a single year. Today’s… Read More »
Daily Comment (September 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly anticipating the Federal Reserve’s upcoming rate decision. In sports news, Bayern Munich set a new Champions League record for most goals by a single team with a nine-goal victory over Dinamo Zagreb. Today’s Comment will explore… Read More »
Daily Comment (September 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that China has purportedly found a big, new deposit of rare earth minerals, possibly further cementing its lock on this key resource as the world electrifies. We next review several other international and US developments with… Read More »
Daily Comment (September 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some interesting new research on how much the Chinese are spending on their military — an issue that has raised concerns about China’s intensions, which helped spawn global fracturing. We next review several other international and US… Read More »