Fall 2025 Investor Letter: A.I., Jobs, and the Fed
The dog days of summer for 2025 saw a continuation of the market’s rally off the April lows, following the volatility brought on by the tariff announcement or…
For those invested in the stock market and listening to the daily news, it is hard not to hear the discussion about Artificial Intelligence (A.I.) A.I. seems…
Today's release of the Job Openings and Labor Turnover Survey (JOLTS) provided additional insight that suggests the employment market is weakening. The report…