Tag: stock market
The $758 Billion Question: Putting AI Spending in Perspective
You’ve probably heard that technology companies are spending staggering sums on artificial intelligence. To meet the surging demand for computing power, some of the largest...
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Quarterly Client Letter: Q2 2026
A recent article in The Economist on the mixed blessings of the AI revolution said, “…it is fiendishly difficult to discern who will profit the...
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Are Investors Behaving Rationally?
ra·tio·nal (adj.) — based on or in accordance with reason or logic; not influenced by emotion. I like to share the chart below when discussing...
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Stock Review: Cisco
Stock Review: Cisco Cisco (CSCO) is a leading protagonist of the modern technology era. Their story starts on Stanford University’s campus in the 1980s and...
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Quarterly Client Letter: Q1 2026
The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. Uncertainty about the economic outlook remains...
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Living in a Kinetic World
Crude oil is a global commodity and is priced accordingly, but the U.S. does find itself with a strategic buffer against energy price volatility that...
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Quarterly Client Letter: Q4 2025
The past year delivered unexpected developments of all kinds, both positive and negative, but a major surprise to us was the performance of the economy...
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Is the Stock Market in a Bubble?
“May You Live in Interesting Times.” -Source Unknown The state of Artificial Intelligence (AI) and its impact on financial markets and the economy is an...
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