Archives

Capital Market Comment May 15, 2023 Frank Mastrapasqua, Ph.D. Chairman Navigating the Uncertainty Earnings season is drawing to a close, and the results have been better than expected.  With over [...]

Insight April 24, 2023 Edwin R. Barton Chief Portfolio Strategist   The Dollar: Impact on Corporate Earnings  Changes in the value of the dollar, which is the world’s reserve currency, can [...]

Capital Market Comment April 4, 2023 Frank Mastrapasqua, Ph.D. Chairman The Next Phase Against the background of a complicated economic landscape, a banking crisis emerged with the failure of [...]

Insight March 29, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer Olivia Snell Research Analyst   AI Theme While artificial intelligence (AI) accounts for a very small portion of [...]

Insight March 20, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer   M Capital Advisors Awarded Manager of the Decade Quarterly PSN Top Guns List published by Zephyr identifies [...]

Capital Market Comment Februray 7, 2023 Frank Mastrapasqua, Ph.D. Chairman The Trifecta: The Fed, The Economy, The Earnings The Fed The February increase in the federal funds rate to a 4.50 to [...]

Insight January 25, 2023 Patrick A. Snell, CFA, CAIA Chief Investment Officer   Defense & Space Theme   The development, deployment, and acquisition of equipment, enabling [...]

Capital Market Comment January 4, 2023 Frank Mastrapasqua, Ph.D. Chairman What Is The Fed Trying To Prove? Is the Fed trying to correct for past mistakes? Or is it attempting to regain [...]

Capital Market Comment December 7, 2022 Frank Mastrapasqua, Ph.D. Chairman International & Macroeconomic Trends:  2023 – 2024 The 2023-24 time period is moving the world into a different [...]

Capital Market Comment November 4, 2022 Frank Mastrapasqua, Ph.D. Chairman Inflection Point The Federal Reserve cannot continue to ignore the evidence of a deteriorating economy. Moreover, a [...]