Research & News
Daily Comment (March 6, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our views on how the Middle East conflict is shaping the monetary policy outlook. We then provide a brief overview of other key market developments, including state lawsuits seeking to roll back the latest tariffs, new restrictions on… Read More »
Daily Comment (March 5, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our take on China’s decision to revise its growth target. We then discuss the US economy in light of the latest ISM survey and ADP report. Next, we provide an update on Iran, examine another key breakthrough for… Read More »
Daily Comment (March 4, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our assessment of the latest developments in Iran. We then examine how the conflict is reshaping the US relationship with its transatlantic allies. Next, we look at the Texas primary elections, review a new report on Germany’s infrastructure… Read More »
Daily Comment (March 3, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an update on the war in the Middle East. We next review several other international and US developments with the potential to affect the financial markets today, including a move by France to extend its nuclear weapons… Read More »
Daily Comment (March 2, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some thoughts on the new war against Iran that the US and Israel launched on Saturday. We next review several other international and US developments that could affect the financial markets today, including more signs of weak… Read More »
Asset Allocation Bi-Weekly – The Dip That Didn’t Bounce (March 2, 2026)
by Thomas Wash | PDF Retail investors have emerged as a crucial stabilizing force behind the ascent of the “Magnificent 7” in recent years. Rather than displacing institutional or ETF demand, their participation has added a new, resilient layer of support. This cohort’s propensity to buy and hold mega-cap tech stocks, even through periods of… Read More »
Daily Comment (February 27, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on the recent disagreement between Anthropic and the Department of Defense. We then turn to the UK by-election, examining the broader populist wave sweeping across the West. Following that, we discuss the ongoing global chip shortage,… Read More »
Daily Comment (February 26, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of the market’s reaction to Nvidia’s earnings before turning to the ongoing negotiations between the US and Iran. We continue with a brief overview of the Cuban attack on a US-registered vessel, the White House’s push… Read More »