Artificial Intelligence Is Not Just About The Trillion Dollar Companies

Artifical Intelligence Is Not Just About The Trillion Dollar Companies Articles and analysis regarding Artificial Intelligence (AI) are the topics du jour when looking at the global financial markets over the last several years.  Capital spending has risen parabolically since 2023, and JP Morgan1 estimates $870 Billion in outlays by year end 2026.  Total full […]

Are Small Cap Returns Sustainable?

At first glance, headline returns for small-cap companies as represented by the Russell 2000 Index (up 12.81%) in 2025 looked healthy. However, when peering beneath the hood, it was clear that business fundamentals took a backseat to investor speculation amidst a post-Liberation Day rally for U.S. equity markets.