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Insights

Timely market commentary, analysis, and thought leadership to help you stay informed.

July 29, 2025

Coldplayed

Coldplayed, verb Emotionally disappointed from being caught up in high hopes, only to be let down Being unintentionally exposed while cheating in public…

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July 21, 2025

10 Years Gone

Last week, I had the opportunity to visit our GVA Advisors in Boca Raton, Florida.  This week’s article is inspired by the…

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July 9, 2025

2025 Second Half Outlook

The second half of 2025 is underway.  And now that we’ve enjoyed our final Fourth of July festivities before the big Bisesquicentennial…

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July 2, 2025

The Power Strain

The explosive rise of artificial intelligence has made semiconductors the new oil, but electricity may become the new constraint. As demand for…

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June 24, 2025

How Times Change

It all seems very bizarre.  I was born in 1973, so three ubiquitous kid fears were subconsciously ingrained into my adolescent and…

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June 17, 2025

Jaws

“That’s some bad hat, Harry” – Chief Martin Brody, Jaws, 1975 It is the golden anniversary for the summer blockbuster.  The movie…

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June 10, 2025

Water

“The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not disconcerted It…

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June 3, 2025

Summertime Playbook

Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months.  Summer: June, July,…

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May 28, 2025

Ulysses

“The lights begin to twinkle from the rocks:  The long day wanes: the slow moon climbs: the deep  Moans round with many…

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May 20, 2025

Into the Mystic

Stocks are sailing.  It’s extraordinary to consider that in just six astral weeks, the U.S. stock market has transformed from cascading endlessly…

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