Research & News
Asset Allocation Bi-Weekly – Uranium Demand, Supply, and Investment Prospects (March 4, 2024)
by the Asset Allocation Committee | PDF In an important adjustment to our Asset Allocation strategies last October, we introduced an exchange-traded fund focused on uranium producers into our mid-cap equity exposure. At the time, we noted in our Asset Allocation Quarterly that the move aimed to take advantage of government policies around the world… Read More »
Daily Comment (March 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Financial markets are off to a sluggish start today. In sports news, University of Iowa star and top WNBA prospect Caitlin Clark declared for the draft. In today’s Comment, we delve into the impact of the NYCB turmoil, analyze the… Read More »
Daily Comment (February 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! It’s been a positive start for equities as inflation data meets expectations. Meanwhile, Dallas Mavericks’ star Luka Dončić celebrated his 25th birthday with a triple-double. Today’s Comment dives into three key topics: the impact of bitcoin on small indexes, the… Read More »
Daily Comment (February 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with new restrictions on information flows within and between the US and China, which will likely further decouple the two economies and exacerbate tensions. We next review a range of other international and US developments with the potential… Read More »
Daily Comment (February 27, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an assertion from French President Macron that European leaders have discussed sending Western ground troops to Ukraine to help rebuff Russia’s invasion of that country. We next review a range of other international and US developments with… Read More »
Bi-Weekly Geopolitical Report – Posen vs. Pettis (February 26, 2024)
by Bill O’Grady | PDF Michael Pettis is a professor of finance at Guanghua School of Management at Peking University in Beijing and a nonresident senior fellow at the Carnegie Endowment for International Peace. He is a well-known analyst of China’s economy and financial system. Adam Posen is currently the president of the Peterson Institute for International Economics. … Read More »
Daily Comment (February 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with the state of play between the US and China in the important new industry of generative artificial intelligence (AI). We next review a range of other international and US news with the potential to affect the financial… Read More »
Daily Comment (February 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities have simmered down since Thursday’s rally. Meanwhile, prospective college football players will not have to wait long to join their teams, as official signings will occur before title games. In today’s Comment, we delve into the reasons behind the… Read More »