Research & News
Daily Comment (October 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of another US government investment in a key critical minerals company. We next review several other international and US developments with the potential to affect the financial markets today, including signs that the Trump administration may… Read More »
Daily Comment (October 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest market-moving deal in the US artificial intelligence industry. We next review several other international and US developments with the potential to affect the financial markets today, including the outlines of a potential US-China trade deal,… Read More »
Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (October 6, 2025)
by Thomas Wash | PDF AI is arguably the most exciting investment story of our time, with discussions swirling around its potential to create new businesses, boost productivity, and drive unprecedented revenue growth. This excitement has fueled massive spending as tech firms race to capitalize on the technology’s promise. As the hype has intensified, however,… Read More »
Daily Comment (October 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of fresh signs of escalating tensions between NATO and Russia. We then pivot to the positive momentum in trade negotiations between the US and China. Further into the report, we delve into the rising hype surrounding… Read More »
Daily Comment (October 2, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an update on Stargate’s latest ventures. We then shift our focus to global developments, including stricter EU tariffs on Chinese steel and Beijing’s strategy to counter potential isolation from the West. Further analysis covers the decline in ADP… Read More »
Daily Comment (October 1, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment starts with an analysis of the government shutdown and the evolving strategy of the White House in restructuring US healthcare to fight chronic disease. We then pivot to global topics, including the UK’s move to establish a regulatory framework for… Read More »
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 »
Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (September 29, 2025)
by Patrick Fearon-Hernandez, CFA | PDF World history goes through phases, not as a cycle of recurring situations but as a series of “regimes” or broad sets of trends and relationships. Each regime is complex, since it encompasses issues such as the political landscape in various countries, the dominant global approach to economic policy and… Read More »