Monthly Update - May 2023
June 6, 2023 •Nathan Willis
Exploring the role of artificial intelligence:
Nathan: Write me a two-sentence summary of what has driven tech stock returns this year.
Read MoreWeekly Investment Update May 30, 2023
May 30, 2023 •Nathan Willis
Key Events: Crunch time
Debt ceiling negotiators inched towards a deal that would cap increases in federal spending.
Two more Fed presidents signaled...
Read MoreWeekly Investment Update May 22, 2023
May 22, 2023 •Nathan Willis
Key Events: Deal or no deal
Read MoreWeekly Investment Update May 15, 2023
May 15, 2023 •Nathan Willis
Key Events: Economic Goldilocks, but waning confidence
Read MoreWeekly Investment Update May 8, 2023
May 8, 2023 •Nathan Willis
Key Events: All Clear – for the pandemic
Read MoreMonthly Update - April 2023
May 3, 2023 •Nathan Willis
Confidence
Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your...
Read MoreWeekly Investment Update April 24, 2023
April 24, 2023 •Nathan Willis
Key Events: Rapid Unscheduled Disassembly
Read MoreWeekly Investment Update April 17, 2023
April 17, 2023 •Nathan Willis
Key Events: Moderating
Read MoreMonthly Update - March 2023
April 10, 2023 •Nathan Willis
Bank Failure
The failure of Silicon Valley Bank (SVB) defined the month of March. SVB was the second largest bank failure in history (Washington...
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