2Q 2023 Market Commentary

2Q 2023 Market Commentary

Economic Overview By Dr. Mark Pyles As with most things, we would like economic data to provide concise and definitive answers. But of course, that is not reality. US Real Gross Domestic Product (GDP), the most common indicator of economic growth, stands at 2.0%...
2Q 2023 Letter from the CIO

2Q 2023 Letter from the CIO

July 7, 2023 Happy July 4th to you and yours. I hope that you enjoyed a nice, mid-week holiday and were able to stay cool. We have many exciting firm updates for you this quarter, but of course we will start things off with an around-the-horn look at what is happening...
AI Innovation and Corporate CasualtiesWalter Todd on BBC Radio

AI Innovation and Corporate Casualties
Walter Todd on BBC Radio

Walter was featured on BBC Business Matters this Wednesday to discuss the latest headlines, with Will Bain and David Kuo. Walter’s segments are below:9:40 — Incorporating AI into mining for battery metals 19:00 — Electric truck-maker Lordstown filed...
Debt Ceiling on the House Floor. Market Update from Walter Todd

Debt Ceiling on the House Floor.
Market Update from Walter Todd

The Debt Ceiling Deadline The headlines around the debt ceiling and a possibility of a US default have been frantic. There’s talk of a June 1st deadline and a “72-hour” rule in the House. How will the markets react? Will Congress be able to come to a...