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Articles, Webinars & Media Appearances
Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview
Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy for the upcoming earnings season, which kicked off yesterday with reports from economic bellwethers J.P. Morgan, Wells Fargo and United Healthcare.
NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm.
3 Libras: A Triple Top for Growth vs. Value?
We are watching closely (or pulling out our Libra Scales of Justice) for indications that Value’s early outperformance in 2024 could be setting up for a triple top in Growth vs. Value, meaning a period where Growth underperforms Value.
Invincible? Watching Sentiment, Positioning, Valuation, and Growth Expectations
Equity markets have been acting invincible (save for Wednesday of this week). With the tailwinds of a friendly Fed and resilient growth data, equities have been in full melt-up mode as investors chase to increase exposure into year end.
CNBC Appearance: “M&A and IPOs could see upside in 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss market trends and expectations for 2024.
How’s it Going to Be: The Economy and Markets After the Pivot
As current Federal Reserve Chairman Powell was “Livin’ in the 90’s” this week, we dust off our debut Third Eye Blind CD and ask “how’s it going to be?” for markets and the economy now that the tightening cycle is (or at least is expected to be) over.





