Bad News, Good News, and Some Terribly Good News

Dylan Minor

Back to School: Using Academia to Unlock Financial Success

In an era of technological disruptions and evolving global dynamics, academia continues to play an indispensable role in guiding the financial and investment industries towards responsible, sustainable, and successful outcomes After recently dropping my daughter off at college, I was reminded how important our universities are. Not only do they provide our youngsters with a


Demystifying the October Stock Market ‘Trick or Treat’: A Data-Driven Perspective

Many generalized ideas about market “patterns”, are mythical when held to the light of data. Soon countless youngsters across the country will be celebrating Halloween. Although the prospect of seeing a scary costume is always present, so too is the fear of a receiving a “trick” over a “treat.” Similarly, October has long been touted


What’s going on?!?

“All you need in this life is ignorance and confidence, and then success is sure.”” Mark Twain Many investment markets are now at a loss this year. And many are at a loss to explain why. The below chart plots the returns year-to-date through October 27th of the SP500 (orange line), International Stocks (white line), US


Artificial Intelligence (AI): what it is, where it is, and what we’re doing about it

*Our firm’s AI Market Commentary dated as of 8/19/2023 has been updated with an important footnote because, without additional clarifying information, it can be interpreted as stating that we are using AI more extensively and more directly for investment selection than we intended to represent. Our AI Market Commentary previously stated that, “We are also