Research & News
Daily Comment (April 2, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with increasing geopolitical tensions after an apparent Israeli airstrike killed senior Iranian military commanders in Damascus, Syria. We next review a wide range of other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (April 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with yet another warning from a top European leader of a potential war with Russia. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including several… Read More »
Asset Allocation Bi-Weekly – Gold, Gold Miners, and Central Banks (April 1, 2024)
by the Asset Allocation Committee | PDF One challenge for investors seeking to benefit from rising gold prices has been that trading and holding the yellow metal is often more expensive than trading or holding stocks or other financial assets. Buying physical gold can involve fat commissions and large costs for storage and insurance. Buying… Read More »
Daily Comment (March 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Note to readers: the Daily Comment will not be published tomorrow due to the Good Friday holiday. Good morning! While equities are showing a muted reaction to the revised GDP figures, we are celebrating the start of the MLB season. Today’s Comment… Read More »
Daily Comment (March 27, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equity markets are off to a strong start today. In sports news, the NFL has announced a rule change to its kickoff format, making it similar to the format used by its competitor, the XFL. Today’s Comment dives into the… Read More »
Daily Comment (March 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Despite strong economic signs like positive durable goods orders, equity futures are paring back earlier gains. On a brighter note, the University of Iowa continues to dominate the Women’s NCAA tournament! Today’s Comment dives into why rising analyst forecasts for… Read More »
Bi-Weekly Geopolitical Report – Venezuela Threatens Guyana (March 25, 2024)
by Patrick Fearon-Hernandez, CFA | PDF Even though “Great Power” competition between big countries like the United States and China is once again the main source of tension in international affairs, smaller-scale tensions and conflicts involving regional powers still have the potential to disrupt key supply chains and escalate into broader wars. One such potential… Read More »
Daily Comment (March 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a note on Congress’s passing of the last funding bills for the federal government on Friday and the resulting political clashes in the Republican Party. We next review a wide range of other international and US developments… Read More »