Is Inflation Dead? Headline CPI actually drops in June.
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers The latest report on U.S. consumer prices from the Bureau of Labor Statistics (BLS) was a high-stakes release, with many expecting a Q3 rate cut could hinge on whether June data confirmed the favorable trend established by cooling inflation in April and May. Those holding their […]
Can the Fed stick the “landing?” R-Star revisited
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers If there was ever a moment that fits the old adage “rearranging the deck chairs on the Titanic,” this may be it when spending a lot of thought on when the FED’s first rate cut will be. Moreover, we aren’t even on the Titanic; we’re less […]
There is more to AI than NVIDIA – What about Dell?
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers There is more to AI than NVIDIA – What about Dell? Dell Technologies Inc. (DELL) has experienced steady growth over the past year. Its stock price has surged by more than 160% in the past year and over 90% in the past six months. This consistent […]
Car Sales Moving to the Slow Lane…
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Car Sales Moving Over to the Slow Lane… A couple of weeks ago, we wrote about the undue influence that auto insurance has had on current inflation, but maybe that was the “cart before the horse.” The more frustrating new paradigm coming out of the pandemic […]
Strength of the Dollar Tied to Petrodollars
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Strength of the Dollar Tied to Petrodollars The petrodollar system is once again in the spotlight. In June 2024, headlines claimed that Saudi Arabia and the United States failed to renew a secret 50-year deal to keep pricing oil in dollars. The public has started fervently […]
Post-Pandemic Travel Boom – Cruising
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Post-Pandemic Travel Boom – Crusing Royal Caribbean Cruises (ticker: RCL) has demonstrated a remarkable recovery and sustained growth following the COVID-19 pandemic, emerging as a leader in the cruise industry’s resurgence. Over the past six months, the company has achieved approximately 40% growth in its stock […]
The Gathering Storm
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers The Gathering Storm Winston Churchill’s six-volume history of the Second World War was published in 1948. The first volume, The Gathering Storm, recounted the events leading up to the beginning of the war. Churchill argued that the British government ignored Germany’s easily observed preparations for aggression. The government […]
Influential Entrepreneurs Podcast Interviews Kaitlyn Laney
When it comes to managing finances, it’s important to have the right guidance and support.
Investing with Confidence: The Basics of Investment Management
By Kaitlyn Laney, CFP® Investing with Confidence: The Basics of Investment Management Investment management is the process of managing assets and investments held by individuals or institutions to achieve the highest possible returns while minimizing risk. In today’s fast-paced market, managing investments is challenging, and many individuals need a solid strategy to invest. Whether you’re […]
3 Effective Risk Management Strategies for Your Investment Portfolio
By Kaitlyn Laney, CFP® 3 Effective Risk Management Strategies for Your Investment Portfolio Managing risk is an important part of investment management, helping you navigate the ever-changing landscape of financial markets. By analyzing the current business cycle and various stock market conditions, you can identify potential risks that may arise and proactively address them. This […]
