Market Commentary | Commodity Craze
It’s a modern-day gold rush! Commodities have had a strong start to the year, with the GSCI (Goldman Sachs Commodity Index) up 9% and driving...
May 24, 2024
Market Commentary
Market Commentary | Generative AI – Just the Beginning
Artificial intelligence is driving the Fourth Industrial Revolution. Some are comparing the potential of the technology involved to the creation of the Internet. We find...
Mar 19, 2024
Market Commentary | Lost at Sea: Challenges to Globalism
Integration of the global economy has led to societal benefits for centuries. It allows for the specialization and scale involving everything from silk to wine,...
Feb 07, 2024
Market Commentary: The Market’s Bad Breath
Halfway through 2023, we have seen an unexpectedly calm market environment. The CBOE Volatility Index (VIX) is a commonly used gauge of market distress where...
Jun 13, 2023
Market Commentary: The Fed’s Balancing Act
Equity markets have been trading sideways since Q3 2022, and market movements have been fairly subdued in the last few weeks. Since then, we have...
Apr 24, 2023
Market Commentary: The End of Easy Money
It seems like we have been living through crazy times the last few years, but the larger abnormality may be the decade before it. At...
Feb 27, 2023
Market Commentary: Don’t Fight The Fed
Markets have shifted dramatically over the last year due to one primary theme: inflation and the Fed’s fight against it. We expect this topic to drive...
Jan 20, 2023