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House View Daily | Volatility in AI and tech do not derail the investment thesis
Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact…
3 months, 3 weeks ago
House View Daily | Equities fall on tech pressures
US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI reven…
3 months, 3 weeks ago
House View Daily | Markets should overcome near-term headwinds
US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating…
3 months, 3 weeks ago
House View Daily | Renewed tech selling leads markets lower
US stocks fell on Tuesday after an earlier rise on optimism about an imminent US-Iran deal. While the path toward a resolution is likely to be uneven…
3 months, 3 weeks ago
House View Daily | Health care offers more than a defensive role in portfolios
Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Suppo…
3 months, 4 weeks ago
Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown
Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This inclu…
8 months, 2 weeks ago
Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown
Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This inclu…
8 months, 2 weeks ago
Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading
As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare…
9 months, 3 weeks ago
Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading
As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare…
9 months, 3 weeks ago
Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda
Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also revie…
10 months ago