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AI in the Art World – Q&A with Matt Kendall

By STEVE WHITTINGTON, CFA In this week’s post for our blog mini-series, I’ve decided to switch up the format a bit and conduct an interview-style blog with the art dealer and gallery owner Matt Kendall.  I had recently read an … Read More

BLOG SERIES: AI in the Modeling World

By STEVE WHITTINGTON, CFA Modeling agencies, historically, are some of the most tireless recruiters of talent in the world.  It’s an avant-garde industry that is always pushing the envelope in terms of vision and creativity.  Of course, once the talent … Read More

A View of AI on Several Different Industries

By STEVE WHITTINGTON, CFA Set in a futuristic and dystopian future, the classic science fiction film Blade Runner attempts to examine the moral implications of a race of genetically created super beings called Replicants.  As part of the plot, the … Read More

“We Were Inverted”

BY BRENDAN WAGNER, Portfolio Manager A yield curve inversion has preceded every US recession in the past 60 years.  As the spread between 10 and 2 year Treasury yields heads toward zero and possibly below, might a recession follow? There’s … Read More

Partisan Conflict: Is this about IDEOLOGY or MONEY?

BY THOMAS FRISBIE, CFA Most Americans of voting age probably see today’s political environment as the most contentious ever, and the Philadelphia Federal Reserve Bank would certainly agree.  Among the mountains of data the “Philly Fed” compiles and studies is … Read More

Are You Outta Your Clickin’ Mind?!

BY KENT SHAW, CFA YOUR COMPUTER DESKTOP: Less is more We often write about topics central to finance, investing, and the economy but this week we would like to share some random thoughts that might make your life easier. Especially … Read More

2Q18 Earnings Season Update

By OLGA LEE, CFA The second quarter 2018 season is coming to a close, and so far the overall results have been pretty strong. The S&P 500 companies are set to deliver 8% revenue growth and 25% earnings growth. While … Read More

TARIFF WARS: Where Are We? Will History Repeat?

BY CHRIS GUINTHER President Trump is standing firm in a tariff battle with China, having imposed tariffs on imports of steel and aluminum from most countries in the world. Further, he is threatening to pull out of an existing trade … Read More

On a Bi-Cyclical Stock Built for Two

WHAT IS A CYCLICAL STOCK? By STEVE WHITTINGTON, CFA Quick, what is the oldest pop song you know?  Most people may not realize this, but the 1892 song “Daisy Bell” (most famously covered by Nat King Cole) is actually identified … Read More

No, I’m Not “The Meanest Divorce Lawyer in Town”

By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1  Many believe that lawyers are largely to blame for the enormous psychological and financial damage caused by the divorce process.  That’s not surprising, … Read More

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