Research & News
Daily Comment (April 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Stocks are surging on good news from Tesla. In the NHL, the Florida Panthers stole another victory, extending their series lead to 2-0 against the Tampa Bay Lightning. Today’s Comment examines how rising labor power could complicate the Federal Reserve’s… Read More »
Daily Comment (April 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a strong start as investors await earnings, and the Los Angeles Lakers fell 0-2 against the Denver Nuggets in the NBA playoffs. Today’s Comment kicks off with an examination of how TikTok is adding yet another… Read More »
Bi-Weekly Geopolitical Report – The Changing Face of War (April 22, 2024)
by Daniel Ortwerth, CFA | PDF If the United States were at war with another great power, would we know it? How would we know it? These questions might seem absurd but consider that the US has not fought a war against a major world power since 1945. Meanwhile, when the US has engaged in… Read More »
Daily Comment (April 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a discussion of the big foreign aid bill passed by the House of Representatives over the weekend. We next review a wide range of other international and US developments with the potential to affect the financial markets… Read More »
Daily Comment (April 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a great start following optimism that tensions in the Middle East might be easing. On the lighter side, NHL fans rejoice — the playoffs begin this Sunday! Today’s Comment examines the potential effects of rising interest… Read More »
Daily Comment (April 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are surging as investors await another round of earnings reports today. Meanwhile, Real Madrid, after dethroning Champions League champion Manchester City, now gear up for their semi-final clash against Bayern Munich. Today’s Comment explores how the Federal Reserve’s shifting… Read More »
Keller Quarterly (April 2024)
Letter to Investors | PDF “What could go wrong?” When that question is uttered with confidence, wise folks immediately brace themselves for calamity. It is an oddity of the stock market that the more quickly a stock ascends in price, the less often people seem to worry about what could go wrong. Rising stock prices… Read More »
Daily Comment (April 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest on the potential for a broader, more intense war in the Middle East. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including… Read More »