This quarter we hope to offer some perspective on the massive amount of capital that is being invested in AI and its impact on the economy. We will also discuss some factors to monitor as the latest tech revolution unfolds.   We are also pleased to announce that we added a new member to our investment team this summer and closed the quarter at $3 billion in AUM!

This quarter we revisit the state of the U.S. labor market. The Fed will have a difficult task navigating crosswinds from changes in immigration and an uptick in continuing jobless claims.

This quarter we discuss the diversification dilemma created by the high correlation between bonds and stocks.

This quarter we discuss the 2025 outlook and potential market impact policies of the new administration may have on markets.

This quarter we discuss the evolution of China's property crisis and the challenges policy makers face correcting it.

This quarter we discuss why the labor market is stronger than many people think

Our thoughts on the Fed, elections and impact on markets in 2024

The demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.

Returns in the first half of 2023 have been impressive, but the inflation battle is till not over.