Featured Insight
Robert R. Teeter / October 1, 2024Economic Review: Q4 2024
In 2024 and beyond, as conditions normalize for the economy, we must ponder what comes next. What narrative or theme will capture investor attention?
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Featured Economics
Economic Review: Q4 2024
Finding the Next Theme The middle of the 19th century was an era of explosive innovation in the United States. The Erie Canal, the telegraph, and the expansion of railroads…
Bitcoin, Energy Consumption, and Context—Are We Asking the Wrong Question?
Much ink has been spilled in recent years about the Bitcoin network’s energy consumption. For those who believe that bitcoin (the asset) offers little value or that Bitcoin (the network)…
Thematic Investing—A Stock Picker’s Secret Weapon
When constructing a portfolio, active managers should have a clear investment philosophy that outlines the types of companies that will align with their strategy. Growth investors typically seek companies that…