In our June 30 Market Update, we spent time reviewing the first 45 days of Kevin Warsh’s term as Fed Chair. At the 100 day mark, with his speech at the Kansas City Fed Jackson Hole symposium, we got further confirmation of Warsh’s attitude towards guiding Fed policy. As the world tuned in with rapt
Guidance on No Forward Guidance – Takeaways From Kevin Warsh’s Jackson Hole Speech Read More »
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our market commentary, click here.
Q2 2026 Market Commentary — New Fed Chair, Old Problems Read More »
We can’t ignore AI. We mean that literally… You cannot ignore AI because it is everywhere. AI firms have grown to dominate the market… AI-related articles flood our news feeds… And if you don’t mention AI in your earnings call, are you even a company? All joking aside, AI hyperscalers and their suppliers have become
Fundamental Equity Positioning in 2026 — Why We Aren’t Chasing The Semiconductor Boom Read More »
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our full, Q1 market
We’ve all heard that famous stat, that dividends are responsible for something like 32% of the S&P 500’s total return1. But are all dividends equal? Obviously not. Dividend portfolios, while a valuable investment option, aren’t foolproof. Your success with dividend portfolios, and the experience delivered to clients, hinges on a solid dividend strategy that aligns
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our market commentary, click here.
Q1 2026 Market Commentary — It Will Take Time To Tell Read More »
The first month of 2026 demonstrated one clear thing – valuations still matter. As a fundamental manager, we’re often asked, “Yea, but is this the new normal?” when markets become detached from historic fundamental averages. We’ve gotten that question quite a bit over the past couple of years with tech valuations. And the answer is
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. Schedule A Call The information and opinions in this report have been
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our market commentary, click here.
Q4 2025 Market Commentary — Volatile And Concentrated Read More »
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. Schedule A Call The information and opinions in this report have been
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