Happy New Year! The first successful cross-country road trip was taken by Dr. H. Nelson Jackson with his chauffeur, Sewall K. Croker, in 1903.
From the Desk of Our CIO
MARKET COMMENTARY: THE ECONOMY AND INFLATION IN A SECOND TRUMP TERM
The US was, by many measures, the most powerful “empire” in history post-WWII. The US used their unparalleled global position to promote peace and democracy
MARKET COMMENTARY: BROAD STROKES ON THE US – CHINA RELATIONSHIP
I had the privilege of hearing a wonderful speaker recently who indirectly touched on a cornerstone of America’s fierce individuality.
MARKET COMMENTARY: THE FED “EASES” – WHERE DO WE GO FROM HERE?
In mid-September, the Federal Reserve Board (“Fed”) began an easing cycle, lowering the Federal Fund rate by 0.50%.1 The move marks the end of what had been one of the fastest tightening cycles in recent history. The Fed gets credit for winning this most recent battle with inflation, which was primarily sparked by an inc
MARKET COMMENTARY: THE CURRENT AND FUTURE STATE OF OUR JOB MARKET
Our economy is heavily consumer driven. According to the World Bank, consumer expenditures account for 68% of our Gross Domestic Product (GDP), which is approximately 10% higher than similar high-income countries and double that of China
THE DEEP THOUGHT COMMENTARY: INNOVATION + WORLD PEACE
August is traditionally a vacation month in America, a time when families travel together to enjoy new experiences and bring a close to the summer months. It felt like an opportune time to issue our first annual Deep Thought Recap.