November 2023 Research Update:
The Magnificent 7 and GLP-1s

Talking Shop: Volume XI

Equity markets—led by the “Magnificent 7” mega-cap tech stocks—have enjoyed a blistering 2023. But as the S&P 500 has become incredibly top-heavy due to the…

March 2023 Research Update:
Panic Over Silicon Valley Bank

Talking Shop: Volume IX

You have probably seen the news that Silicon Valley Bank has been shut down by regulators after a run on the bank. We thought it…

March 2023 Research Update:
AI's Emergence and Explosion

Talking Shop: Volume VIII

The rapid emergence of artificial intelligence (AI) tools like ChatGPT has dominated headlines in recent weeks. What impact will this new innovation have on our…

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