Investment Strategy
Is AI enthusiasm creating a technology bubble?
Markets & Investing November 14, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways Tech comparisons to the dotcom era of the late 1990s are overstated Today’s AI leaders are supported by solid fundamentals and real profits AI demand continues to outpace supply, leading to significant capex spending Skywatchers are thrilled this […]
Expansionary & recessionary periods
Markets & Investing November 10, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. An economic expansion is defined as a period during which the economy is growing, characterized by increased activity and robust employment. The Gross Domestic Product (GDP) is rising. Conversely, a recessionary period occurs when there is […]
Marking one year since the election of President Trump
Markets & Investing November 07, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways This week’s election results carry limited read-through for midterm elections Air travel disruptions may push both parties to end the shutdown Betting odds lean in favor of Supreme Court striking down tariff authority Super Moon! This week, skywatchers have been treated […]
It’s not too late
October 20, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Every week, this platform is used to highlight current ideas, fixed-income concepts, economic occurrences, and/or clarify a strategic fixed-income feature. The cohesive topic threads are fixed-income issues relevant to current market conditions. Our latest Commentaries featured working strategies, why […]