Daily Comment
Daily Comment (September 30, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a note on the high likelihood of a federal government shutdown starting tonight. We next review several other international and US developments with the potential to affect the financial markets today, including a US-Swiss deal that should… Read More »
Daily Comment (September 29, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with reports that China plans to demand an important change in the US’s policy toward Taiwan in return for trade concessions. We next review several other international and US developments with the potential to affect the financial markets… Read More »
Daily Comment (September 26, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins by examining the escalating risk of a direct conflict between the West and Russia over Ukraine. We then analyze the latest GDP figures and explain our cautiously optimistic outlook for the US economy. Additional topics include the looming threat… Read More »
Daily Comment (September 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of a potential change to the Fed’s inflation target. We then provide insights on the latest White House investment initiatives aimed at promoting its policy agenda. Additional topics include the possibility of further tariffs, the US’s… Read More »
Daily Comment (September 24, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with a look at a possible pivot in US foreign policy. We then analyze the latest comments from Federal Reserve officials regarding the future path of interest rates. Additional topics include more investment news from the Stargate initiative, the… Read More »
Daily Comment (September 23, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of an important video showing flight operations aboard China’s newest aircraft carrier. We discuss the investment implications of this Chinese success, and we recommend watching the video. We next review several other international and US developments… Read More »
Daily Comment (September 22, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some observations regarding the latest surge in global gold prices. We next review several other international and US developments with the potential to affect the financial markets today, including a potential new wealth tax in France, big… Read More »
Daily Comment (September 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of discrepancies in the weekly jobs data. We then examine the potential implications for US-China relations as the United States signals a desire to re-engage in the Middle East. Additional topics include a new fund for… Read More »
Daily Comment (September 18, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with thoughts on the Fed’s latest rate decision. We then explore why Nvidia’s investment in Intel may reflect a broader US tech policy. Additional topics include progress in easing US-China trade tensions, a new EU sanctions proposal against Russia,… Read More »