Points of Sail February 2022 By Jonathan McAdams, CFA One of the hardest things to navigate in the sailing world is a shifting of the winds. A myriad of adjustments, …
How the American “Worker” is Rapidly Changing January 2022 By Robert F. Taylor, CFA I first experienced the promise and fears of robotics and automation as a young boy through …
Market Commentary: An Interest Rate Carol December 2021 By Jonathan McAdams, CFA In Charles Dickens’ classic “A Christmas Carol,” the tight-fisted and self-centered Ebenezer Scrooge is visited on Christmas Eve …
Market Commentary: Flying Fossils November 2021 By Robert F. Taylor, CFA It wasn’t all that long ago that if you were an oil producer you had to pay a counterparty …
Market Commentary: A New Season October 2021 By Jonathan McAdams, CFA As the saying goes, “streaks are made to be broken.” The second longest Jeopardy win streak was broken this …
Market Commentary: A New Season September 2021 By Robert F. Taylor, CFA As 2021 winds down, the economy appears to be exiting the recovery stage and settling into an expansionary …
Market Commentary: Earnings Growth Over Time August 2021 By Jonathan McAdams, CFA Like many of you, I love watching the Summer Olympics. My favorite by far are the swimming events. …
Market Commentary: The Shift to Intangible Assets July 2021 By Robert F. Taylor, CFA My grandfather emigrated to the United States from Cosenza, Italy in 1925. After landing and processing …
Market Commentary: The Rapidly Changing Media Landscape June 2021 By Peter Nielsen, CFA Growing up, purchasing our first color TV seemed like a gigantic leap forward – even with manual adjustments …
Market Commentary: March 2022 – The Spark that Starts a Flame
The Spark that Starts a Flame March 2022 By Robert F. Taylor, CFA In our November 2021 Market Commentary “Flying Fossils,” we predicted that rising energy prices coupled with lingering …