The Losey Carleton Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.
Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.
Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.
While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.
Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.