Stock Market
Quarterly Commentary
America at 250: A Story of Reinvention
It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.
Read more2022: The Year of the Rug Pull
With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least...
Read moreWhat Recessions Don’t Mean for Markets
While it’s been forty years, we have seen this movie before. No one knows whether we are in the early, middle, or late innings of this inflation story....
Read moreThe Stock Market Does Not Equal The Economy
The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...
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