The Journal
A Trek Blog
The Three Key Elements to a Sound Financial Plan
By Kaitlyn Laney, CFP® As a certified financial planner, I’ve had the privilege of helping individuals and families craft financial plans that align with their
US CPI Disappoints
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers The U.S. Bureau of Labor Statistics (BLS) released September inflation data, and the report was a
Stagecoach rides again!
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Much has changed over the last month in the markets, and as the earnings season starts,
Remember When a “Dollar Saved Was a Dollar Earned?”
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers The evidence shows that at this point, handwringing over large deficits hasn’t been the prediction of
Nuclear is the New AI
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Energy has long been viewed as a key component of future technology growth, and it continues
Risk of China Deflation: Traders eyeing China Inflation
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Moving from questions of rates and inflation in developed markets, we decided to look at prices
Stay Up to Date
Keep Up With Our Blog
Weekly Market Commentary
By Greg Lai and Alex Hsiao, Co-CIOs
November 25-29, 2024
NVIDIA’s latest earnings report landed precisely on the consensus mark, avoiding the extremes of euphoric bullishness or dour pessimism. Investors shrugged, turning their focus elsewhere as the S&P 500 climbed +1.72% this week, buoyed by a University of Michigan report showing consumer sentiment rising to 71.8. This newfound optimism reflects both a Republican wave in the recent elections and what pundits are dubbing the “Trump Trade,” with markets betting on favorable economic policies ahead.