Investment Commentary

GLP-1 Weight Loss Drugs: Overhyped or a Gamechanger?

Ozempic, Wegovy, Mountjaro, Zepbound: while not exactly household names like Band-Aid and Kleenex, you likely have heard or read about the exploding popularity of this class of drugs.  We will…

Bubbling Heights

Are we at the top of US stock markets?  Have we missed it if we have money to invest?  Should we wait for a correction, or should we take the…

Blowin’ In The Wind…

It was in the early 2000’s that the wind industry, used to generate electricity, started to power homes and reduce hydrocarbons in the air.  Those first-generation machines are now some…

A Smile Is Just A Frown Turned Upside Down…

For some time, economic indicators have been telegraphing that the U.S. economy was improving.  But American consumers did not seem to care – at least as reflected by consumer surveys.…
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