Archives

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 [...]

Firm Update November 1, 2022 Frank Mastrapasqua, Ph.D. Chairman November 1, 2022:  Promotions It is with great enthusiasm that I am announcing several promotions at our firm.  These changes have [...]

Capital Market Comment October 18, 2022 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer Patrick A. Snell, CFA, CAIA Principal & Co-Chief Investment Officer No [...]

Capital Market Comment September 7, 2022 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer Fedcession? At the August 26, 2022, Jackson Hole conference, the Federal [...]

Capital Market Comment August 2, 2022 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The Fed:  Behind the Curve on Inflation, But Is the Worst Behind Us  Economic [...]