Research & News
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 »
Daily Comment (September 17, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with what to expect from the FOMC meeting and its market implications. We then examine China’s ban on NVIDIA chips and its potential ripple effects across the global tech sector. Further topics include progress in US-UK trade talks, the… Read More »
Daily Comment (September 16, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a US-China deal that would allow Chinese social media app TikTok to keep operating in the US, although virtually no details have been released. We next review several other international and US developments with the… Read More »
Bi-Weekly Geopolitical Report – The Great AI Race: A Sputnik Moment for the 21st Century (September 15, 2025)
by Thomas Wash | PDF On his first full day in office, President Trump convened a group of prominent tech leaders in what he characterized as an effort to secure the United States’ technological future. This meeting launched the largest artificial intelligence infrastructure initiative in US history, named Stargate Project. The strategy forged a major… Read More »
Daily Comment (September 15, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with key news on the US-China and US-Russia relationships that could affect US technology companies and global energy supplies. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (September 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of OpenAI’s pivotal shift from a non-profit structure and its broader implications for the AI sector rally. We then explore the market’s optimistic anticipation of potential rate cuts at the upcoming Federal Reserve meeting. Our discussion… Read More »
Daily Comment (September 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins by examining the White House’s push for a greater share of university patent revenue and the underlying ideological shift this move represents. We then analyze the latest Producer Price Index report and its implications for monetary policy. The discussion… Read More »
Daily Comment (September 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with the recent downward payroll revisions and explains our sustained optimism regarding the market’s resilience. We then examine escalating tensions in the Middle East, the surge in AI-driven market enthusiasm, and the potential for a collaborative US-EU effort to… Read More »