Thought Leadership Archive
The 1st quarter of 2025 has been volatile to say the least. The mood and outlook are changing quite literally by the day, reflecting a mixture of global economic uncertainty, geopolitical risks, and changing central bank…
The extremely strong equity returns of the past two calendar years can be attributed to two main causes. The persistent strength of the labor market allowed the consumer to continue to spend and drive corporate earnings…
THE TRUMP ADMINISTRATION It doesn’t matter whether you find the Trump administration’s frenzied base to be either infuriating or invigorating. One thing’s for certain — it isn’t boring. THE ALLY ASSESSMENT Trump administration officials have been…
If you only had one word to best explain the 1st quarter of 2025, it would probably either be exhausting or confusing. Perhaps it would be a combination of the two. Exfusing has a certain ring…
Regardless of who wins the Canadian national elections in late April, relations between the U.S. and its norther neighbor will be frostier than they have been in recent memory. At some point, negative consumer sentiment and the…
As of March 28, 2025, gold has outpaced the S&P 500 by more than 32% over the past year! What is driving this spike for a metal that we love to look at, but offers no…
FIRST: REVIEWING THE PATH TO 2024 At the start of 2025, investors just wanted to know what the U.S. economy and stock markets could do for an encore after 2024’s surprising strength. By the end of…
A couple of days ago, a relatively unassuming house in my neighborhood went on the market for a colossal amount of money. By unassuming, I mean an average-size 55-year-old rancher on about a half-acre of land.…
Last night, a reel came across my Instagram feed which caught my eye. There was a guy hiking through the woods, who almost stepped on an adult copperhead. The snake was coiled up in the leaves…
View the recording, here. General Overview This was a conference call discussing the current state of the US economy and financial markets. [15:10] The speakers included Chief Economist John Norris, Chief Equity Strategist David McGrath, and Portfolio…