Investment Commentary

Executive Summary: Qualified Charitable Distributions, known as “QCDs” are tax-free donations made from an Individual Retirement Account to a qualified charity.  For those with substantial IRA balances and who are…

Comparing the prices of stocks across national borders is not like comparing the price of a liter of gasoline from one country to the next. The price of a stock…

Corporate sales were up, better than expected by Wall Street.  Earnings rose, again better than forecasted.  Cash flow exceeded analysts’ expectations.  Dividends were raised higher than anticipated.  Employment levels remained…

To some extent, the European economy has been left in the dust over the last 15 years, as both China, until the pandemic, and the US have forged ahead, in…

You may have heard or read about the most recent JOLTS report in passing. Admittedly, the JOLTS acronym is a bit catchier and easier to remember than many. But what…

“Alternatives are all the rage,” said Barron’s Magazine in the Up and Down Wall Street column on October 14th. It has also been “heard on Wall Street” that all the…

As we explore the impact of artificial intelligence, or AI, on investment opportunities, it is necessary to recognize prospects complemented by the significant technological advancements in the renewable energy sector.…

It was last fall when we wrote about global trade and the move afoot by quite a few companies to de-risk their logistics, which had become too concentrated in China.…

The word sunset has such pleasant connotations, since everyone loves a good sunset.   When this word is applied to the expiration of the Tax Cuts & and Jobs Act of…

If you have been tracking the market over the past few years, you’ve likely encountered a flood of reports declaring AI as a “must-have” investment, driving significant gains for market…