Market Commentary | June 20, 2025

Market Commentary | June 20, 2025 Navigating Uncertainty On June 18th, we found ourselves in good company. Central Bank Chair Jerome Powell spent much of his Wednesday afternoon news conference reviewing all the things the Fed does not yet know.  Primarily, whether...

Recent Reads | The Code Breaker

Back in May, it would have been easy to believe I was reading science fiction when I saw the Wall Street Journal report about a newborn whose life was saved by a bespoke gene-editing therapy. It wasn’t science fiction; it was applied science of the CRISPR technology that corrected a genetic mutation that left the baby unable to produce enzymes necessary to properly digest proteins.

Recent Reads | Source Code: My Beginnings

If you are younger than 80, it is likely that much of your work and personal communications experience has been shaped by the products of Microsoft Corporation (MSFT). It may have started with early versions of MS-DOS, transitioned to Windows, limited exposure to the recently demised Skype, carries on with LinkedIn, and now ChatGPT. Microsoft is the air we breathe.

Market Commentary | April 22, 2025

Navigating the Storm

As a fundamental starting point, we try to identify sectors producing earnings growth. The next step is to discern which companies and issues within that sector present a price point of entry that optimizes returns; are the company’s earnings growing as fast, and are the shares cheaper than those of peers?