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November 23, 2020 | Investment Themes
5G has been around for several years as a bleeding edge technology that had not yet reached wide acceptance or use. That has now changed. Last month, Apple unveiled 5G enabled iPhones for the first time, while at the same time, the major US cellphone carriers launched a promotional blitz …
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All AudiencesNovember 10, 2020 | Market Commentary
Markets hate uncertainty, and there have been few years with more uncertainty than 2020. As soon as we thought we had our arms around the pandemic or the election, this year surprised us again. The pandemic will not end because we have good preliminary vaccine results, but it does give …
Audience
All AudiencesOctober 23, 2020 | Market Commentary
As we move further into Fall, it’s becoming clear that the pandemic is having a lasting effect on the economy. A massive number of Americans were furloughed or laid off earlier this Spring, and more than six months later, many former employees are still looking for work. We believe the worst …
Audience
All AudiencesSeptember 28, 2020 | Market Commentary
The pandemic has caused pain for many businesses, but the tech industry seems to be one area that has come out on top. Not even an economic shut down, a global pandemic, nor geopolitical turmoil can put a damper on the run in tech stocks. While there are dozens if not hundreds of tech …
Audience
All AudiencesSeptember 14, 2020 | Market Commentary
With the upcoming US federal elections less than two months away, many are starting to ask about possible outcomes and how they may impact markets. The 2020 elections were always going to be a significant event, and the pandemic and subsequent events this year have surely made it even more of a …
Audience
All AudiencesAugust 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
Audience
All AudiencesAugust 12, 2020 | Investment Themes
Summer is synonymous with travel and vacation for so many families and individuals. But the bounty of sectors involved in the travel industry have, like so many others, been slashed by the pandemic’s continued takeover, and the hotel industry is no different. Today we’re taking an in-depth …
Audience
All AudiencesJuly 31, 2020 | Investment Themes
The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
Audience
All AudiencesJuly 16, 2020 | Market Commentary
The first half of 2020 has been a dizzying ride. Investors were faced with both a massive market selloff and an unrelenting market rally in the same six months, all against the most uncertain market backdrop in a century. During last week’s outlook webinar, we attempted to make sense of all …
Audience
All AudiencesJuly 01, 2020 | Investment Themes
As the economy moved into more difficult conditions in the first half of 2020, we’ve seen a significant shift in natural gas pricing. A persistent oversupply has begun to cause pain for gas producers, leading to cuts in capital expenditure, and a need to lower production. While lower prices …
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