Contrarian Strategies for a Hype-Driven Market
During a conversation with portfolio managers Kevin O’Brien, CFA, Steve Labbe, CFA, and Jay Kish, CFA, CPA, these three experts shared their observations on several …
Q2 2023
Much of the second quarter was dominated by all things artificial intelligence (AI), after a newversion of OpenAI’s chatbot, ChatGPT, was released in March. The …-
Q1 2023
The first quarter of 2023 was akin to a play with three distinct acts. However, unlike a traditional play in which the first act introduces a … -
Q4 2022
“This time is different.” As 2022 began, that sentiment seemed pervasive. With the S&P 500 tradingclose to all-time highs, continuing to be led by mega-cap … -
2022 Q3
According to ESPN major league baseball (MLB) analyst, Doug Glanville, MLB instituted the“warning track” in 1949. This came after a Brooklyn Dodgers outfielder named Pete … -
2022 Q2
We find ourselves questioning the maxim, “Good things come to those who wait.” After waiting years for interest rates to rise, thereby ushering in a …
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