It seems whenever I decide to take a day or two off I'm greeted with a flurry of things to work on. This most certainly was the case after I took Friday off last week to spend the weekend "camping" with our two oldest grandchildren at the beach (some
We were in Arizona last week and had the opportunity to be a tour guide to somebody who had never visited the Southwestern US. The whole week she was in awe about the beauty and how much you can see. The cover image today was the sunset on our last
For those of you who weren’t aware, our intern Toby, who had his own “Toby’s Take” section of the blog while he was seeing if he wanted to pursue a career in finance, started an apprenticeship earlier this summer with a commercial HVAC company. Last week we were
I originally intended to spend most of this week's blog dissecting Nvidia's reported involvement in financing a massive OpenAI data center project and some of the ramifications of what appears to be a new level of complexity in the buildout. The deeper I dug into the story, however,
Last week started out promising before one of our "summer themes" took over after the close on Wednesday night. Those themes are – the AI buildout is getting more expensive, inflation is becoming more structural, the new Fed Chair appears serious about inflation, and despite all of that, earnings growth and
