Thought Leadership Archive
This week, the Bureau of Labor Statistics (BLS) announced that the Consumer Price Index (CPI), a primary inflation gauge, increased 0.4% during February 2024. Over the last 12-months, it is 3.2% higher. My first reaction was…
Yesterday, I had lunch at a Thai restaurant with a classmate of mine from high school. To say this guy is smart would be a massive understatement and do him a great disservice in the process.…
If I were in the Biden Administration, I would be pretty confused by the disconnect between the economic data and the general public’s perception of it. After all, the stock market has been rocking along nicely.…
What is the Corporate Transparency Act? Enacted in 2021, the Corporate Transparency Act (“CTA”) became effective on January 1, 2024 and requires certain entities to file additional reports with the Financial Crimes Enforcement Network (FinCEN). Hefty…
Arguably, the biggest story this past week was NVIDIA Corporation’s (NVDA) most recent earnings report. While it was true the economic calendar was pretty light, investors were anxious to see how the company fared last quarter.…
As we all know, 2023 ended on a very high note. The economy grew at a relatively feverish pace during the last two quarters of the year, and the stock market rallied like nobody’s business in…
Recently, the markets and economic data have been better than just about everyone expected they would be. As a result, this past week has been about as smooth as any over the last several years. After…
This morning, the Bureau of Labor Statistics (BLS) released “The Employment Situation – January 2024.” In keeping with what seems to be a growing trend, it was better than analysts had expected, much better. The 353K…
If it seems too good to be true, it probably is. We all know that old saw, don’t we? What’s more, it is true way more often than not. There always seems to be a catch.…
This video collection features comments and commentary from our Investment Committee members, including John Norris (Managing Director and Chief Economist), David McGrath (Managing Director, CFA® and Chief Equity Strategist), Sam Clement (Associate Managing Director and Portfolio…