Journal
October 2025
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Quarterly Report for Private Clients: An Analytical Overview
Good Morning Ladies and Gentlemen ”It is time for a new generation of leadership to cope with new problems and new opportunities.” John F. Kennedy We prepare a comprehensive report for our private clients every quarter. As we transition into the fourth quarter and continue our established practice, I am pleased to share the latest […]
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Hype Eventually Meets Reality and Fluctuating Fortunes Versus Stability in Uncertainty
Good Morning Ladies and Gentlemen ”Rapid revenue growth tomorrow is the only reason investors are willing to look past falling free cash flows today.” Jesse Felder While market sentiment and market valuations are essential considerations, one can also quantify price movements themselves and their potential implications. A recent study from Harvard revealed that when a […]
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From U.S. Interest Rates to the Hidden Costs of Sanctions: A Quick Dive into Economic Dynamics
Good Morning Ladies and Gentlemen ”First class business in a first class way.” Pierpont Morgan, Jr Online search trends for “day trading class” have skyrocketed by 700% in the past three months, reaching an all-time high. In contrast, gold has experienced a remarkable increase of 58% in the calendar year 2025 thus far, marking […]
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Update: 2025 Year-End Competition
Good Morning Ladies and Gentlemen ”That is very, very unusual; since 2005, only the rebounds after the Global Financial Crisis and Covid-19 have had bigger five-month rallies — and they both followed much deeper initial selloffs.” John Authers As the prices of precious metals have increased substantially, interest rates have exhibited remarkable stability. On […]
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Economic and Corporate Landscape and Some Trends
Good Morning Ladies and Gentlemen ”No matter how many warnings are issued or how many laws are written, people will find new ways to believe that the good times can last forever.” Andrew Ross Sorkin The equally weighted S&P 500 index has exhibited a sideways movement since the conclusion of July. In contrast, the […]