Research & News
Daily Comment (November 13, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently reacting to the latest inflation data. In sports news, the University of Oregon has maintained its number one ranking in college football. Today’s Comment will cover our insights on monetary policy, discuss the recent breakthrough in… Read More »
Daily Comment (November 12, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently assessing the implications of Republican control over both chambers of Congress. In sports news, the Cleveland Cavaliers are experiencing their best start to an NBA season since 2015-2016. Today’s Comment will cover the impact of the… Read More »
Daily Comment (November 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of an impending Russian and North Korean attack to push the Ukrainians out of their small foothold in the Kursk region. We next review several other international and US developments with the potential to affect the… Read More »
Asset Allocation Bi-Weekly – Let’s Talk About Tariffs! (November 11, 2024)
by the Asset Allocation Committee | PDF In recent years, tariffs have made a surprising comeback. Once widely condemned as a relic of the protectionist past, tariffs reemerged in 2016 as a policy tool against China and are now being considered for implementation on goods from all other countries. Populists tend to believe that these… Read More »
Daily Comment (November 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Today, the market is closely watching to see if the Republicans can gain enough seats to take control of the House of Representatives. In sports news, the Baltimore Ravens made a remarkable comeback to defeat the Cincinnati Bengals. Today’s Comment… Read More »
Daily Comment (November 7, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is refocusing its attention on the Fed’s rate decision later today. In sports news, the Golden State Warriors defeated the Boston Celtics. Today’s Comment will discuss why investors should not be overly focused on policy agenda. We will… Read More »
Daily Comment (November 6, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently processing the election results. In sports news, Sporting Lisbon achieved a stunning upset by defeating Manchester, the defending champions, with a score of 4-1. Today’s Comment will discuss the election results, provide a preview of the… Read More »
Daily Comment (November 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment on this Election Day opens with a few words on opinion polls. After all, those are all we’ll have to look at until actual voting results start to come in later this evening. We next review several other international and… Read More »