AI goes to the barber

November 25, 2025 |Mark Ryan
Good afternoon, In the AI world, tangible reality bumped up against exuberance over the past few days, and despite a strong finish today, Movember is looking like a bit of a haircut as we near the end of an otherwise strong year-to-date. In this vein...
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A real gem

November 10, 2025 |Mark Ryan
Good afternoon, A late Friday rally kept a weak week from worse numbers, largely in response to high overall prices amidst data uncertainty and a US government shutdown. Also… diamonds. Lots of them. More on markets further below, but first... The Empress...
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3 1/2 weeks

October 17, 2025 |Mark Ryan
Good afternoon, It's when we slurp those last few drops of chocolate milk, then set the carton down to wait for the milky film stuck to the inside walls to accumulate at the bottom, then slurp it again. Then we repeat the move a bit later, but we stop...
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On its own shoulders

October 15, 2025 |Mark Ryan
Good afternoon. The word of the week is: “nonlinearly.” As in, the trail up the mountain takes us higher in a nonlinear way. A recent study out of Stanford suggests that we age nonlinearly -- old age is a curveball – and it really does sneak up on us...
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His little shoulders

October 06, 2025 |Mark Ryan
The Spendemic: Based on the menus of the various streaming services, it seems that baking shows are all the rage. Today we imagine new one: It’s called “The Little Shop of Uncut Budgets.” It’s about a freaky little bakery in (name your capital city) where...
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Brick Chucker

October 01, 2025 |Mark Ryan
Good afternoon, We start out with a long read (about 20 minutes), comprising an in-depth analysis of the potential for BRICS nations to develop a political/economic block of sorts. It’s worth a look if you’re feeling inquisitive about the potential for...
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Gracious Again

September 12, 2025 |Mark Ryan
This week hit hard, though markets lumbered well enough, largely inched forward by rate cut expectations and still more favorable big tech news. Too Close and So Very Sad: We have some close personal ties with Utah Valley University, (where the Charlie...
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September update

September 08, 2025 |Mark Ryan
Good afternoon, I’m passing along a few updates after a bumpy but not terrible week (as of noon Friday), which more or less describes the first 9 months of 2025! First, here’s this week’s latest RBC Wealth Management's investment newsletter. Life reimagined:...
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Site C is for Cats?

August 29, 2025 |Nichole Eggen
Good afternoon, While summer rolls out and September approaches, we inch along bumpily in markets, occasionally touching new highs. The heat goes on, for now at least. More below, but first a quick flashback: Circa June 1990. The old banker they called...
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Oh those Russians!

August 22, 2025 |Mark Ryan
Godspeed Mr. President. But do your (Russian) homework. While the US president deserves credit for seeking to broker a solution, he’s also occasionally bragged about his erratic foreign policy, arguing he could, for example, end the Russia-Ukraine war...
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