Daily Comment

Daily Comment (January 29, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new developments related to Chinese artificial-intelligence firm DeepSeek and its market-disrupting new AI model. Importantly, new evidence suggests that DeepSeek’s success may have depended on stolen intellectual property from the US’s top AI developer. We next review… Read More »

Daily Comment (January 28, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a few observations on yesterday’s rout in Western technology stocks related to artificial intelligence. We next review several other international and US developments with the potential to affect the financial markets today, including signs that China’s property… Read More »

Daily Comment (January 27, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a discussion of today’s rout in global technology stocks. We next review several other international and US developments with the potential to affect the financial markets today, including more data pointing to sluggish economic growth in China… Read More »

Daily Comment (January 24, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new, market-driving statements by President Trump regarding global energy supplies and US tariff policy. We next review several other international and US developments with the potential to affect the financial markets today, including new signs that Europe… Read More »

Daily Comment (January 23, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting President Trump’s remarks at Davos. In sports news, Aryna Sabalenka is one step closer to becoming the first woman since 1999 to win three consecutive Australian Opens. Today’s Comment will discuss Argentina’s unwillingness to take… Read More »

Daily Comment (January 22, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are paying close attention to the new president. In sports, Ichiro Suzuki, CC Sabathia, and Bill Wagner were inducted into the National Baseball Hall of Fame. Today’s Comment covers Trump’s first few days in office, including his threats of… Read More »

Daily Comment (January 21, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a sampling of the key executive orders President Trump issued immediately after being inaugurated to his new term in office yesterday. We next review several other international and US developments with the potential to affect the financial… Read More »

Daily Comment (January 17, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Note: Due to the holiday, the Daily Comment will not be published on Monday, January 20. Good morning! The market is currently digesting the latest economic data. In sports news, Manchester City striker Erling Haaland has signed a 10-year contract to stay… Read More »

Daily Comment (January 16, 2025)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest development in the Israel-Hamas conflict. In sports news, three MLS teams are reportedly in discussions to sign Brazilian football star Neymar. Today’s Comment will share our thoughts on President Biden’s farewell address to the… Read More »

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