Research & News
Daily Comment (November 17, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news suggesting the US could soon target Chinese tech services giant Alibaba with sanctions or trade restrictions in a move that could reignite bilateral tensions and weigh on global markets. We next review several other international and… Read More »
Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2026 (November 17, 2025)
by Patrick Fearon-Hernandez, CFA | PDF Even for dedicated, successful investors who have built up a substantial nest egg, Social Security retirement and disability benefits can be an important part of their financial security. For many people, Social Security benefits are the only significant source of income in advanced age. On average, these benefits account… Read More »
Daily Comment (November 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins by analyzing the market sell-off on Thursday, which was driven by uncertainty surrounding US monetary policy. We then pivot to the political arena and examine the White House’s coordinated push to mollify anxious voters. On the global stage, we… Read More »
Daily Comment (November 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of the bipartisan push for greater government involvement in AI development. We then examine the growing significance of next year’s Federal Reserve reappointments, followed by a focus on the White House’s embrace of high-skill foreign labor… Read More »
Daily Comment (November 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with concerns regarding new data on the labor market and its impact on monetary policy. Next, we give an overview of the impact that tariffs will have on domestic production with a focus on the auto industry, address US… Read More »
Daily Comment (November 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of potentially shoddy credit ratings being used in the booming private-credit industry. We next review several other international and US developments with the potential to affect the financial markets today, including a bit more detail on… Read More »
Bi-Weekly Geopolitical Report – Meet Sanae Takaichi (November 10, 2025)
by Patrick Fearon-Hernandez, CFA | PDF In October 2025, Japan made history by electing its first female prime minister, Sanae Takaichi, a staunch conservative and protégé of former Prime Minister Shinzo Abe. Her rise to power marks a significant shift in Japan’s political landscape, with implications for foreign affairs, domestic policy, and financial markets. As… Read More »
Daily Comment (November 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a deal between Republicans and Democrats in the Senate that will likely end the federal government shutdown in the coming days. We next review several other international and US developments that could affect the financial… Read More »