This week we are recapping a historic second quarter for global equity markets and taking a closer look at the recent...
Jay Peters, CFA®
Articles by: Jay Peters, CFA®
Quality Focused Investing at NewEdge Wealth: Part II
Our Process & Performance Three years ago, we published our initial whitepaper Quality Focused Investing at...
Moneyball: Thoughts on Semis, Software, and Where There May Be Risks and Opportunities Under the Surface
“Billy this is a large-cap software company used by 90% of the Fortune 500, trading at 15x earnings, with mid-teens...
Livin’ on a Prayer
This week, we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and...
Field of AI Dreams
AI’s Impact on Markets, Adoption Trends, Hyperscaler Capex, and the Path to Return on Investment “If you build it, he...
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
“You Can’t Start the Fire without a Spark” Bruce Springsteen, Dancing in the Dark U.S. equity markets churned...