Commentary

Sharing Our Insights

Market Commentary April 2024

The first quarter of 2024 was similar to calendar year 2023 as far as the financial markets are concerned.  Much talk about Artificial Intelligence (AI) with little impact on profitability and higher PE ratios for many technology companies.  At some point companies must monetize their large AI investments and link them to greater earnings to

Market Commentary January 2024

What a difference a year makes.  We’re not sure if we should title this commentary the 2023 year in review or the year of The Magnificent Seven.  Now we’re not talking about the classic 1960 movie The Magnificent Seven with Yul Brynner and Steve McQueen but rather the seven stocks that accounted for a disproportionately

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