You could say private credit has become the cool kid on the block with all the attention these days in […]
Recently, and seemingly out of nowhere, the markets have turned sour on EVs. Remember all the auto makers stumbling over […]
If you listen to Fed talk, inflation is still the biggest problem this economy faces. If you listen to the […]
Over the past couple days, market breadth has been impressive, with the S&P 500 Equal Weighted Index up 3.3% vs. […]
Two Saturdays ago, a Barron’s article addressed the use of artificial intelligence in managing investment portfolios and how soon human […]
Hotel rooms are dirtier than ever, and many hotel operators are milking it for everything it’s worth. We were struck […]
On Saturday, October 6th, we awoke to a true point of inflection as result of the horrible attack on Israel […]
In difficult market environments, Consumer Staple (CS) stocks are assumed by most investors to be a safe haven. They are […]
Venture investors willing to deploy capital in these uncertain markets may find opportunity in the convertible note space.Since May 2022, […]
Last week our CIO, Mark Scalzo, answered the question, Why Global?? In his post, he pointed out five compelling reasons […]
For the first time since 2003 the US is importing more from Mexico than China based upon a 12-month moving […]
Why is global equity exposure important? Here’s why… • De-Globalization. Globalization homogenized returns – for countries, for companies. De-globalization means […]
Validus Growth Investors Named to PSN Top Guns List of Best Performing Strategies for Q2 2023 Quarterly PSN Top Guns […]
As we scour the investment landscape for inflections – meaningful signals that presage a future that is more dynamic than […]