Gold is Rallying—But is It a Good Long-Term Investment?
November 5th, 2024
Gold Rallies in 2024. But Is It a Solid Long-Term Investment? Gold has been in rally mode in 2024. Year-to-date, the precious metal is up over +25%, outpacing the S&P 500 index. It’s fair to say that fundamental drivers have helped gold’s rise this year. A weaker U.S. dollar and declining real rates have historicallyRead Entire Article…
Be Careful Chasing Yields in this Falling Rate Environment
October 3rd, 2024
Chasing Yields in a Falling Interest Rate Environment The steady climb of interest rates in 2022 and 2023 was felt differently for borrowers and savers. For those seeking to purchase a home, or a small business aiming to secure new financing and refinance maturing debt, the cost of capital increased as the Federal Reserve embarkedRead Entire Article…
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 basedRead Entire Article…
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 yearRead Entire Article…
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 ofRead Entire Article…
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 recessionRead Entire Article…
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,Read Entire Article…
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-yearRead Entire Article…