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Tariff Volatility

Why is the market selling off today when everyone knew that tariffs would beannounced? The Tariff announcement far surpassed expectations The administration’s tariff announcement today

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DeepSeek Changes the Narrative

Humans thrive on stories.  Psychological experiments document their effectiveness in communicating information and changing behavior.  Neurologists measure the actual changes in brain chemistry that they

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Election Commentary

This information is presented for educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any specific securities,

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Third Quarter 2024 Commentary

After the NVIDIA-driven first half of the year, equity markets broadened during the third quarter. Small cap stocks, emerging and developed non-US markets posted double-digit year-to-date gains.  Large cap US growth stocks still retain the lead due to their strong performance during the first half of the year. 

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The Beginning of the End?

With the election results and positive vaccine news, investors now possess a clearer picture of the next few years.  A Biden victory, without the predicted ‘Blue Wave’ giving the Democrats dominance in the

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