First Vice President - Financial Advisor, Portfolio Director
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A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
Read more in Global Insight Monthly
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Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.
Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization.
