Strong Expected Q3 Earnings On Deck

Strong Expected Q3 Earnings On Deck The past few weeks have not been pleasant, but a respite may be coming. Roughly 44% of S&P 500 companies are scheduled to report earnings next week, and a strong quarter is expected. While consensus expectations are setting a very high bar at 27% earnings growth, historical trends favor […]
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Hump Day

Hump Day The monumental AI trade could be reaching the height of its speculation. For the past several years, Wall Street and venture capital alike have poured billions into anything related to AI, driving valuations to astronomical heights based largely on promises, projections, and FOMO (fear of missing out). Evidence that we have reached a […]
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Tale of Two Markets

Tale of Two Markets It is the best of times for a handful of mega-cap tech giants, but for the average stock on Wall Street, it is decidedly the worst of times. It seems almost impossible, but as of the close on October 8, the S&P 500 is a mere 0.7% below it’s all time […]
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Meet Your New Digital Chief of Staff: Meta’s Muse

Meet Your New Digital Chief of Staff: Meta’s Muse Meta’s Muse, introduced in September, aims to bring AI agents to the masses. With some minor revisions, here’s is what Google AI says it can do for you. The era of the simple AI chatbot conversations is giving way to something entirely new: the era of […]
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Volatility Is Part of Investing. The Question Is How You Prepare for It.

Volatility Is Part of Investing. The Question Is How You Prepare for It. With the recent volatility in markets and interest rates moving higher, I’ve been getting the same question from a number of clients: What should we be doing with our portfolios? My answer starts with something very simple. There will always be something […]
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A Global Repricing of Money

A Global Repricing of Money Global interest rates are rising rapidly because of a structural shift fueled by stubborn inflation, swelling government deficits, and aggressive borrowing for artificial intelligence infrastructure. This upward pressure has ended the post-2008 era of cheap capital, forcing central banks and global markets to adjust to a higher-for-longer rate environment. The […]
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AI Guardrails: Essential Safeguard or Competitive Moat?

AI Guardrails: Essential Safeguard or Competitive Moat? The debate over AI guardrails is often framed as a simple choice: protect society through regulation or prioritize rapid innovation. Within this debate is the core tension of whether rules designed to ensure safety will inadvertently entrench the dominance of tech giants. The challenge for policymakers is to […]
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