Daily Comment
Daily Comment (August 4, 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 Iran. We next review several other international and US developments that could affect the financial markets today, including a new immigration crisis in Europe and an unexpected early test of the… Read More »
Daily Comment (August 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 Iran, where the US has again called off a planned attack, pushing global energy prices down so far this morning. We next review several other international and US developments that could… Read More »
Daily Comment (July 31, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with thoughts on the possibility that Japan intervened in its currency market. We then examine Saudi Arabia’s push for a military coalition in the Red Sea. Additionally, we discuss the White House’s deal with Hamas to disarm, the US’s… Read More »
Daily Comment (July 30, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with our take on the latest FOMC meeting and the shift away from forward guidance. We then examine the ongoing debate concerning open versus closed AI, followed by a brief update on the Iran conflict, central bank gold buying,… Read More »
Daily Comment (July 29, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with the latest escalation in the Iran conflict. We then turn to the Federal Reserve, examining the growing speculation of a potential rate hike at this meeting. Next, we briefly cover Ukraine’s drone campaign inside Russia, the US crackdown… Read More »
Daily Comment (July 28, 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 Iran, where the latest reporting hints that the US might continue its pause in attacks in order to let its new financial sanctions on Iran have an impact. We next review… Read More »
Daily Comment (July 27, 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 Iran, where both the US and Iran have paused their attacks on each other, sparking a sharp fall in oil prices. We next review several other international and US developments that… Read More »
Daily Comment (July 24, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with a discussion of the hacking incident involving one of OpenAI’s models. We then examine the White House’s newly implemented tariffs. Next, we briefly cover Chile’s push to refine more of its copper, Europe’s growing energy shortage, and new… Read More »
Daily Comment (July 23, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with the latest developments in Iran before turning to the White House’s pursuit of a nuclear arrangement with Saudi Arabia and its implications for the regional balance of power. We then briefly examine AMD’s investment in Anthropic, the administration’s… Read More »