Investing In Artificial Intelligence
Artificial Intelligence (AI), as defined by the Oxford Dictionary, is the development of computer systems able to perform tasks that normally require human intelligence. AI technologies are in the early…
A Bump In The Road Or Something More?
Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as recent data points were…
Inflation and Consumer Pocketbooks
The US Consumer Price Index (CPI), the most broadly used metric for US inflation, remains a hot topic on the minds of both investors and consumers. Investors closely watch CPI…
Can We Keep This Going?
Stocks had an impressive first quarter, rising across all segments with US large cap stocks continuing to lead the pack. Performance has broadened out from the “Magnificent Seven” stocks (MSFT,…
Earning and the Industrials Sector
The earnings for Q4 2023 are now largely complete, with many interesting glimpses into what is happening with companies and their customers. To start, some general statistics: (1) 73% of…
Have We Landed the Plane?
The U.S. large stock market indices, the S&P 500, Dow Jones Industrial, and Nasdaq, are all creating new all-time highs on a regular basis and have displayed significant strength since…
Weight Loss Drugs and the Impact on Markets
Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…
Starting Off On The Right Foot
In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…
2023 Year-End Review
2023 was another year of twists and turns for investors as anxiousness and uncertainties turned into optimism and resiliency. As the story of the year concludes, investors have benefited from…
The Magnificent Seven
Many film fans hear the words “Magnificent Seven” and immediately think of the American western film from 1960 or the contemporary remake in 2016 with Denzel Washington and Chris Pratt.…