This week, the markets had to digest two disappointing economic reports. Objectively, they did so splendidly. To that end, the S&P 500 was up over 1.5% during the week as of 2:00 pm CDT. The first…
Thought Leadership
John Norris (00:30): Well, hello again everybody. This is John Norris trading perspectives. As always, we have a good friend, Sam Clement. Sam, say hello, Sam Clement (00:35): John. How are you doing? John Norris (00:36):…
This morning, the Bureau of Labor Statistics (BLS) released “The Employment Situation – January 2025.” In it, the BLS reported the Unemployment Rate fell from 4.1% to 4.0%, and the economy created 143K net, new payroll…
John Norris (00:37): What I’m going to do over the next 30 to 35 minutes thereabouts, is give you three predictions for 2025, and this is from our Investment Committee. It’s also incorporated in our quarterly…
To many, this past week has been little more than the lull between the NFL conference championships and the Super Bowl. However, to investment types, it was chock full of important information. There was a Federal…
This week, a Chinese company named DeepSeek shocked the markets by claiming it had made huge advancements in Artificial Intelligence at a fraction of the cost and effort of the big Tech giants in the United…
The recent selloff in AI stocks raised concerns about market fragility, but as our Chief Economist John Norris explains in this Barron’s article, by Paul R. La Monica, there’s more to the story. While tech valuations…
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…
Perhaps not surprisingly, I have gotten a lot of questions this week about what impact Donald Trump’s enormous wish list will have on the economy. More specifically, folks seem to be pretty worried about the impact…
To listen to the full episode, click here. John Norris (00:29): Well, hello again everybody. This is John Norris with Trading Perspectives. As always, we have our good friend, Sam Clement. Sam, say hello. Sam Clement…