AI Investment Opportunities Beyond the Tech Sector

March 13th, 2025 Looking Beyond the Technology Sector for AI Impact We’ve written before about the impact Artificial Intelligence (AI) is having across markets. The build-out of large language models (LLMs) has to date required hundreds of billions of dollars of new investment, and the Technology sector has been leading markets higher for years. But it’s also fair
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Will the “Magnificent 7” Continue to Dominate Earnings?

December 13th, 2024 The Tech Giants Keep Leading Earnings, but Is Change Coming? Q3 2024 earnings season resembled other recent reporting periods for one key reason: all eyes remain fixed on the “Magnificent Seven” mega-cap technology companies. In fairness, investor focus on the Magnificent Seven stocks has been warranted, as they provide some of the most sustainable growth
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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 historically
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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 embarked
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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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