Skip to main content

Check out our 1Q2024 Market Review and Investment Outlook for 2024

Lion statue in Chinese temple

Fast Food Nations

Photo of author, Will Carter, JD.
Will Carter, JD
Senior Advisor
This article about obesity and diabetes in China illuminates one factor driving stock market growth over the next decade or two – namely, that increasing household consumption in developing nations, much of it driven by the same underlying biological desires for more calories and comfort of middle class lifestyle that drove growth in western countries during the second half of the 20th century, will fuel rising corporate profits even if household consumption and wages are stagnant in the U.S., Europe, and Japan.
Related Insights
3d rendering humanoid robot analyze stock market 493806 6172

A.I.: Rise of the Markets

In the Terminator movie franchise, the third installment was titled Terminator 3: Rise of the Machines and continued the original movie’s theme of how the growth of Artificial Intelligence (AI) would ultimately lead to the end of civilization, as AI would discover that it no longer had need of humans. Fortunately, as AI is still in its infancy, the stock market is pricing in only the positive aspects of the technology. While graphic chips provider Nvidia (up 82% in Q1) has served as the poster child for Artificial Intelligence investments, many other technology companies (such as Super Micro Computer – up 255% in Q1) with some connection, or perceived connection, to AI rallied strongly in the first quarter. This led to an overall positive market sentiment throughout the period that lifted the S&P 500 and the NASDAQ 100 higher.

Ultimately, we believe the most powerful trend in AI will be the productivity enhancements experienced by many companies across a wide swath of industries. Read more about our thoughts on market trends and our look ahead to the remainder of 2024.

Read More
Elvis Banner Image

Elvis Has Left the Building – Has the Fed Declared Mission Accomplished?

"Elvis has left the building" is a phrase that was often used by public address announcers at the conclusion of Elvis Presley concerts in order to disperse audiences who lingered in hopes of an encore.

With that in mind, we believe that Federal Reserve Chair Jerome Powell has strongly hinted that when it comes to the Fed’s rate-hiking cycle that began in March of 2022, Elvis (future rate hikes) has now “left the building.”

Read more about Senior Investment Strategist Dave Nolan's 4Q2023 market review and what may be ahead for 2024.

Read More
I Stock 471219895

Investing 101: It's Not Just a Man's World

As Socrates once said, “Awareness of ignorance is the beginning of wisdom.” If you recognize a lack of proficiency, don’t be afraid to educate yourself. Of course, we all know we can’t be experts on every topic, but gaining a basic understanding that will help you ask the right questions will benefit you in the long run.

Personal finance is no different. Dismiss the notion that "the world of finance is a guy’s thing” and become more proactive about learning the basics. It will truly benefit your personal financial freedom! Check out these basic Investing 101 terms.

Read More
Play