The Oil Price Spike’s Implications for Interest Rates: What the Data Says
Weak Correlation Between Oil Prices and Bond Yields
2 days ago3 min read
Is AI Going to Crash the Stock Market? SaaSpocalipse Explained.
Summary A new AI tool called Claude Cowork launched in January and wiped-out hundreds of billions of dollars in stock value in weeks. People panicked. Two viral posts, one viewed 80 million times, warned that AI is about to take everyone's jobs and crash the economy. Those writers aren't completely wrong. But they're also not completely right. The software companies most likely to survive are ones that have real protection: they work in heavily regulated fields, they're so de
Mar 46 min read
The Role of Dividend Growers in a Retirement Portfolio
Over the last few days, several clients reached out regarding our CIO Martin Fridson’s Reuters article on dividend “aristocrats.” The core idea Marty highlighted is intuitive: if inflation stays stubborn, income strategies that only maximize today’s yield can lose purchasing power over time, while businesses that raise dividends over time may help your income keep up with inflation. Marty illustrated this by contrasting a fixed-rate bond bought in 2015 and a dividend growe
Dec 15, 20255 min read
