Research & News
Daily Comment (May 29, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our take on the latest progress in US-Iran negotiations. We then turn to AI, focusing on rising compute costs and what they mean for the pace of adoption. Next, we briefly discuss the EU’s push for greater control… Read More »
Daily Comment (May 28, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on a potential AI tax. We then turn to Federal Reserve policy and the possibility of a rate hike. Next, we provide brief updates on the US-Iran conflict and the rise in semiconductor stocks. As always,… Read More »
Daily Comment (May 27, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our takeaways from the pope’s first encyclical letter. We then turn to the war in Ukraine and its broader implications for modern conflict. Next, we briefly review the strong performance of chipmakers, the Texas primary, and the latest consumer… Read More »
Daily Comment (May 26, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an update on the Iran war, where the optimism over a potential new peace deal late last week has started to give way in the face of new US attacks on Iran’s military over the last 24… Read More »
Daily Comment (May 22, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our perspective on why lawmakers are struggling to regulate AI. We then examine the latest developments in the US-Iran conflict. We also briefly address the spread of the Ebola outbreak to additional countries, the US’s decision to delay… Read More »
Daily Comment (May 21, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our assessment of the latest Fed meeting minutes and their implications for incoming Chair Kevin Warsh. We then examine the political backlash stemming from the energy crisis and how Europe is attempting to manage it. We also briefly… Read More »
Daily Comment (May 20, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our views on how rising bond yields are creating new openings in the market, including in private credit, followed by an update on intensifying tensions in Iran. We also cover increasing Congressional scrutiny of Middle East policy, the… Read More »