Research & News
Daily Comment (September 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly anticipating the Federal Reserve’s upcoming rate decision. In sports news, Bayern Munich set a new Champions League record for most goals by a single team with a nine-goal victory over Dinamo Zagreb. Today’s Comment will explore… Read More »
Daily Comment (September 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that China has purportedly found a big, new deposit of rare earth minerals, possibly further cementing its lock on this key resource as the world electrifies. We next review several other international and US developments with… Read More »
Daily Comment (September 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some interesting new research on how much the Chinese are spending on their military — an issue that has raised concerns about China’s intensions, which helped spawn global fracturing. We next review several other international and US… Read More »
Asset Allocation Bi-Weekly – The Benjamin Button Dividend (September 16, 2024)
by the Asset Allocation Committee | PDF A company’s journey to industry prominence typically involves several stages: launch, growth, shakeout, maturity, and decline. Historically, large capitalization stocks were often considered to be in the maturity stage of their development. Many investors therefore assumed that these companies had strong enough earnings to initiate or maintain dividend… Read More »
Daily Comment (September 13, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets await more data to assess the economy’s health. In sports news, Dolphins quarterback Tua Tagovailoa suffered multiple concussions during the team’s loss to the Buffalo Bills. Today’s Comment delves into growing concerns about a government shutdown, explains why the… Read More »
Daily Comment (September 12, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting the latest inflation data and closely watching for clues on the Federal Reserve’s upcoming rate decisions. In the sports world, WNBA star A’ja Wilson has etched her name in the history books by breaking the single-season scoring… Read More »
Daily Comment (September 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest inflation data. In sports news, NBA Commissioner Adam Silver has hinted at the possibility of another expansion team. Today’s Comment will explore why banks remain pessimistic about the future despite a recent regulatory… Read More »
Daily Comment (September 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a preview of tonight’s presidential debate and the latest major economic policy statement from former President Trump. We next review several other international and US developments with the potential to affect the financial markets today, including new… Read More »