Research & News
Daily Comment (March 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with news that the Russian military was actively considering the use of nuclear weapons in Ukraine in the autumn of 2022. We next review a range of other international and US developments with the potential to affect the… Read More »
Daily Comment (March 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities are off to a blazing start today, fueled by a stellar jobs report. Adding to the excitement, Phoenix secured its place as the host city for next year’s NBA All-Star Game! Today’s Comment delves into central bank views on… Read More »
Daily Comment (March 7, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Stocks are rallying this morning as investors gain confidence in the possibility of central banks lowering interest rates later in 2024. On the sports front, Real Madrid secured a hard-fought victory against RB Leipzig, advancing to the Champions League quarterfinals.… Read More »
Daily Comment (March 6, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a discussion of the European Union’s proposed new defense industrial strategy, which is designed to boost the region’s ability to produce weapons, military equipment, and ammunition. We next review a wide range of other international and US… Read More »
Daily Comment (March 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a discussion of the fiscal challenges faced by Western governments as they look to rebuild their defenses in the face of increased threats from countries like China and Russia. We next review a wide range of other… Read More »
Daily Comment (March 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with several items touching on the global outlook for consumer price inflation and interest rates. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including a… Read More »
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 »