Could the Winners of the AI Story be Right In Front of Us?
Two big tech companies could be on the cusp of reaping significant rewards from artificial intelligence (AI): Apple…
Beaches, Barbeques, and Lessons for All Investors
I was recently lucky enough to spend a week cycling in the Outer Hebrides. We camped every evening…
Should Investors Worry About Slowing US Consumer Spending?
There have been growing rumblings in the financial media about the possibility of a weakening US consumer. Despite…
Three Big Reasons to be Long-Term Bullish on US Stocks
Today the US economy is experiencing a profound transformation, driven by three major trends that are fundamentally reshaping…
Politics Really Does Not Matter That Much to Equity Markets
When examining the interplay between politics and the economy, one might assume that political stability and consensus are…
Rally, Rally, Rally!
Year to date, the S&P 500 has risen by 12%, while the Nasdaq Index has seen an impressive…
Rates May Stay Higher for Longer… But That Isn’t Necessarily a Bad Thing
In the intricate dance of the stock market, movements are often deciphered through the lens of various economic…
For Investors, Most of the Time…. Geopolitics Doesn’t Matter
Geopolitics is often cited as a key driver of market volatility, but history shows that for investors with…
Forest Fires and Equity Market Corrections
In many ecosystems, particularly in fire-adapted communities like those found in parts of North America and Australia, small…
The Fed Matters… But Maybe a Little Less Than It Used To
The relationship between the Federal Reserve’s monetary policy decisions and the equity market is significant for investors to…