While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
September 18, 2024 | Chris Cherepuschak
While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
Coming out of the heart of the latest corporate earnings season in America, we look at a number of different subjects (update on the AI trade, gold, effective versus actual tariff rate, and more), as well as revisit the set-up for the rest of 2025. General...
With 2.5 months still left to go in 2025, uncertainty still reigns supreme, and whether or not we can maintain strong gains for three years in a row remains an outstanding question. But as part of trying to navigate the path forward, we take a look at...
As asset prices continue to climb, the word "bubble" is starting to get thrown around more and more. From our point of view, while we definitely do see a particular one forming, it's probably not what you have in mind.....