by NovemAdmin | Jan 26, 2026 | commentary
THE MARKETS Geopolitics roiled financial markets. Just a couple of weeks ago, many analysts and asset managers expressed broad optimism about the potential performance of United States stock markets in 2026 – and the stock market started the year strong. “The S&P...
by NovemAdmin | Jan 21, 2026 | commentary
THE MARKETS Investor appetite broadens. For a long time, investors have craved artificial intelligence (AI) related investments. Early in 2026, that’s begun to change. Paul R. La Monica of Barron’s reported: “Everywhere you look, stocks of all stripes are hitting new...
by NovemAdmin | Jan 13, 2026 | commentary
THE MARKETS A change in leadership. Last week, investors were presented with a stew of economic and policy developments. These included the surprising announcement that the United States would “run” Venezuela, disappointing jobs data, signs of improved consumer...
by NovemAdmin | Jan 6, 2026 | commentary
THE MARKETS Lots of people are willing to predict what’s ahead. If the past is prologue, few will be accurate. You don’t have to look far to find an example. In 2023, a majority of economists agreed recession was ahead. They were wrong. Tyler Cowen of Bloomberg...
