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Commentary

Powell Downplays Progress, Risks Becoming Trump’s Scapegoat

Despite mounting evidence of disinflation and a weakening economy, Chair Powell’s tone remains too hawkish—and I believe that’s a mistake. The latest inflation readings came in soft, money supply growth continues to undershoot, and even jobless claims are inching higher.

Commentary

Agentic AI: The New Frontier of Intelligence That Acts

The hype cycle around artificial intelligence (AI) often moves faster than the capabilities it touts.

Commentary

The Fed Can Use the “Alphabet” if Need Be

The month of April will unfortunately go down in financial market folklore as being one of the more noteworthy on record.

Commentary

Resilience or Recession? Markets on Edge

As we write this, stocks have bounced back as Trump retreated from electronic tariffs from China. Nevertheless, this was a remarkable week for markets with Trump’s tariff policy taking center stage for market stress across stocks, bonds and currencies.

Commentary

Trump, Powell & Rates: The Post-Liberation Day Edition

With the financial markets still wrestling with the tariff announcements from last week, one thing is still certain: uncertainty remains an integral part of the investment landscape.

Commentary

Tariff Turbulence Raises Recession Odds

Markets faced more volatility as Trump’s aggressive tariff measures injected both economic and political uncertainty into the system.

Commentary

Rising Sun, Rising Wages: Japan's Market Signals New Opportunity

Compensation dynamics are commanding investor attention once more. For the first time in decades, Japan's pay increases—finalized at +5.46% in this year's shunto negotiations—have notably exceeded compensation growth rates in the United States.

Commentary

The Rhythm of Style: Value vs. Growth in Developed International Markets—Part 1

Investors often debate the merits of value versus growth investing, but when it comes to developed international equities, the conversation isn't static; it moves in cycles.

Commentary

Growth Stocks Lead Selloff Amid Trade Fears

Markets sold off sharply Friday and in the early Monday hours, and I do not believe inflation data was the culprit.

Commentary

Not That Keynote—Jensen Style

On March 18, 2025, Jensen Huang stepped onto the stage at Nvidia's GPU Technology Conference (GTC) in San Jose with the presence of a man who knows he's about to redefine the trajectory of an industry—again. His message was clear: AI has hit an inflection point, and if you're not paying attention, you're already behind.

Commentary

Trump, Powell & Rates: The Pre-April 2nd Edition

As the first quarter comes to a close, there is one word that has become the new go-to term to describe the investment backdrop: uncertainty.

Commentary

A World Under Construction

The global economy is undergoing an unprecedented wave of industrial and infrastructure expansion, driving relentless demand for commodities across energy, metals and agriculture.

Commentary

Fed Holds Steady as Markets Brace for Tariff Clarity

First, the market is rallying on news that the targeted tariffs that Trump is planning to introduce on April 2 may be more limited than initially feared. Let’s hope that is the case.

Commentary

Big Tech's Market Reset: Why This Pullback is Different

Despite recent pullbacks, history shows that periods of market fear often present opportunities, as seen with Amazon, Apple and Nvidia in past downturns.