Research & News
Daily Comment (February 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an artificial-intelligence leader’s expectation for a future marked by national AI systems. We next review a range of other international and U.S. developments with the potential to affect the financial markets today, including signs that biotechnology will… Read More »
Asset Allocation Bi-Weekly – U.S. Oil Production at a Record High (February 5, 2024)
by the Asset Allocation Committee | PDF These days, because investors have so many different assets to buy in so many different financial markets, it can be easy to miss an important trend or change in trend. Indeed, that seems to be the case with crude oil, where the long stagnation in U.S. output after… Read More »
Daily Comment (February 2, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities slumped and Treasury yields are up following a really strong jobs number. In other news, the GOAT of Formula One, Lewis Hamilton, will be joining the iconic Ferrari team next year. In today’s Comment we dive into Thursday’s tech… Read More »
Daily Comment (February 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities are unfazed by Powell’s remarks this morning, while Caitlin Clark continues her dominant run in women’s college basketball. Today’s Comment dives into the latest Fed rate decision, explores renewed concerns about regional lenders, and examines the potential impact of… Read More »
Daily Comment (January 31, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with the latest on the tensions in the Middle East, which still could expand into a broader regional conflict and disrupt key global oil supplies. We next review a wide range of other international and U.S. developments with… Read More »
Daily Comment (January 30, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a couple of notes on global oil supplies, including reduced capacity investment in Saudi Arabia but a new supply discovery in China. We next review a wide range of other international and U.S. developments with the potential… Read More »
Bi-Weekly Geopolitical Report – Introducing the U.S. Space Force (January 29, 2024)
by Daniel Ortwerth, CFA | PDF On December 20, 2019, something extremely rare happened in the United States Armed Forces: An entirely new branch of service was born. For context, the Army, Navy, and Marine Corps were born by acts of the Continental Congress in 1775. The Coast Guard came into being by act of… Read More »
Daily Comment (January 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with news that an Iran-backed militant group has killed several U.S. troops in Jordan, boosting the chance that the Israeli-Hamas conflict will broaden. We next review a range of other international and U.S. developments with the potential to… Read More »