The Primary Driver of Today’s New Business Investment

August 30th, 2024 What’s Driving the Billions in New Business Investment? According to data from the U.S. Department of the Treasury, U.S. businesses have been investing at a higher than expected clip over the past several years. By the numbers, Treasury estimates that since 2019, businesses have invested $430 billion more than what would have been expected based
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Can Energy Stocks Close the Performance Gap with the S&P 500?

July 25th, 2024 Can Energy Stocks Close the 10-Year Performance Gap with the S&P 500? The Energy sector has been topsy-turvy over the past few years. In 2022, when the S&P 500 experienced a bear market and 9 of 11 sectors posted negative performance, the Energy sector delivered a banner year (+65.7%). The next best performer that year
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Is the AI Boom Also an Energy Play?

May 24th, 2024 Is the Artificial Intelligence Boom Also an Energy Play? There is plenty of excitement about the potential of Artificial Intelligence (AI) to transform business. For technology companies driving the innovation and building the infrastructure, this excitement has been reflected in strong stock performance over the past year or so.1 Generative AI—which is AI capable of
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Looking Back At Last Year’s Regional Banking Crisis

May 9th, 2024 The Regional Banking Crisis, One Year Later A little over a year ago, the failure of Silicon Valley Bank and Signature Bank New York sent shockwaves through markets, with many concerned about the health of the U.S. and global financial system. Fears of a second Global Financial Crisis permeated the news, and expectations for recession
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What Investors Should Know About Bitcoin ETFs

March 14th, 2024 What Investors Should Understand About Bitcoin ETFs Bitcoin is having another moment. As we write, the cryptocurrency is trading near all-time highs, riding a wave of enthusiasm that accompanied the SEC approval – and subsequent issuance – of Bitcoin exchange-traded funds (ETFs).1 Investor enthusiasm has been palpable. Since the January 11 launch of Bitcoin ETFs,
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Will AI and Tech Continue To Drive Markets In 2024?

February 14th, 2024 Will Technology Stocks and AI Enthusiasm Continue to Propel Markets? The best-performing sectors in 2023 were Technology (+57.8%) and Communications Services (+55.8%), the latter of which includes companies like Google, Meta, and Netflix. But the real story in 2023 was of the “Magnificent Seven” stocks, which drove a lion’s share of the stock market’s full-year
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Investment Themes for Artificial Intelligence (AI)

December 8th, 2023 “Themes” for Investing in Artificial Intelligence The race to develop and deploy Artificial Intelligence (AI) tools is on. According to JPMorgan data, US and global private investment in AI totaled $53 billion and $94 billion, respectively, in 2021. This level of investment marked a more than fivefold increase in real terms compared to the five
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Higher Interest Rates Help Some Companies, Hurt Others

October 13th, 2023 Are Higher Interest Rates Hurting Companies? Most readers and investors are aware that in the aftermath of the 2008 Global Financial Crisis, the Federal Reserve lowered interest rates to the zero bound, drastically reducing the cost of capital. Interest rates started to tick back up – slowly – in the late 2010s, but then the
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