For the past decade, the list of the largest publicly traded U.S. companies has consistently been dominated by many of the same technology firms. These have become the hallmark of our country’s innovative culture, with their products and services working their way into almost every facet of our lives. This is especially true for many … Continued

When I started working on Wall Street about a generation ago, it was a pivotal moment for the economy and was during what was then termed the Information Revolution, when new forms of internet-driven entertainment, commerce, research, work, and communication were becoming commonplace. That period was also characterized by a stock market bubble bursting that … Continued

There is a common saying that time heals almost everything. Yet, even as we embark on the fifth year since the pandemic began, most of us are still longing for many pre-pandemic norms that we used to take for granted. At this stage, it is becoming increasingly likely that some things may never return to … Continued

When allocating to investments, understanding the dynamic relationship between macroeconomic and microeconomic factors is crucial. While microeconomic investing focuses on exposure to individual companies, macroeconomics examines broad economic trends, indicators and events that influence entire markets. Understanding the different elements can be helpful for investors especially when portions of the public markets, including individual stocks, … Continued