Financial markets have snapped back dramatically since April, following a scrapped recession-inducing tariff policy, taken as proof that markets still do influence policies. The economy continues performing well with corporate earnings growth of 12.9% last quarter, inflation moderating and hopes that the Big Beautiful Bill will clarify tax policy and offer growth-promoting tax incentives for […]
\n"},{"title":"Woulda, Coulda, Shoulda","slug":"woulda-coulda-shoulda","link":"https://hamiltonpoint.wpengine.com/news-insights/woulda-coulda-shoulda/","date":"2025-03-06T22:45:23","excerpt":"Theodore Roosevelt famously said, “Comparison is the thief of joy.” Observing children at play reveals that making comparisons seems hardwired into human nature. A toy that was a prized possession yesterday suddenly seems inadequate when a friend has a new one today. With teenagers, prized objects become a little more expensive, such as phones and […]
\n"}],"pageInfo":null},"dataUpdateCount":1,"dataUpdatedAt":1752852715131,"error":null,"errorUpdateCount":0,"errorUpdatedAt":0,"fetchFailureCount":0,"fetchMeta":null,"isFetching":false,"isInvalidated":false,"isPaused":false,"status":"success"},"queryKey":["news","featured"],"queryHash":"[\"news\",\"featured\"]"},{"state":{"data":{"items":[{"title":"Great Expectations","slug":"great-expectations","link":"https://hamiltonpoint.wpengine.com/news-insights/great-expectations/","date":"2024-12-20T21:07:26","excerpt":"It was a particularly arduous read for me in middle school, and Great Expectations is a fitting assessment of investors’ current posture. Two years ago, investors suffered one of the worst years for balanced returns on record, with U.S. stocks down 20% and bonds lower by 13%. Many investors weighed reducing their exposure to all […]
\n"},{"title":"The Second Wave","slug":"the-second-wave","link":"https://hamiltonpoint.wpengine.com/news-insights/the-second-wave/","date":"2024-10-02T16:38:56","excerpt":"At the beginning of 2023, Google Trends showed a sharp spike in Americans searching for the term “artificial intelligence.” Around the same time, the stock price of AI poster child Nvidia began to quickly rise. In February 2023, the cover story on Time Magazine was entitled, “The AI Arms Race is Changing Everything.” By last […]
\n"},{"title":"Jerry Springer TV","slug":"jerry-springer-tv","link":"https://hamiltonpoint.wpengine.com/news-insights/jerry-springer-tv/","date":"2024-07-01T19:37:03","excerpt":"Like many middle-aged Americans, I find myself increasingly shaking my head at the absurdity of some of the headlines that cross my screens. Is this just a rite of passage as I quickly approach the age of 50? Am I now shaking my head the same way my parents did when I watched The Jerry […]
\n"},{"title":"It’s Okay to Talk About it …","slug":"its-okay-to-talk-about-it","link":"https://hamiltonpoint.wpengine.com/news-insights/its-okay-to-talk-about-it/","date":"2024-03-28T16:36:54","excerpt":"“Sell with Zell,” my first investment newsletter which I penned in the spring of 2007, urged investors to follow the actions of Sam Zell, who made headlines when he sold his real estate empire given frothy market valuations. In that letter, I freely discussed U.S. elections and Fannie Mae’s impact on the housing market. (Can […]
\n"},{"title":"2023 Year in Review","slug":"2023-year-in-review","link":"https://hamiltonpoint.wpengine.com/news-insights/2023-year-in-review/","date":"2024-01-10T17:49:26","excerpt":"After an eventful year in the markets, we thought it would be helpful to reflect upon much of what transpired. The 2023 Year in Review chartbook highlights some of the pictures that we find most interesting from the past year. We attempt to make some forward-looking observations as well, but as the great Yogi Berra […]
\n"},{"title":"Alphabet Soup","slug":"alphabet-soup","link":"https://hamiltonpoint.wpengine.com/news-insights/alphabet-soup/","date":"2023-12-01T18:38:18","excerpt":"My oldest son recently began kindergarten, sparking what we hope will be a lifelong love of reading and writing. It is exciting to watch him master short, introductory “sight words” and move on to more challenging literary components, progressing past children’s books to chapter books. In what may end up being a similar progression, the […]
\n"},{"title":"The Usual Suspects","slug":"the-usual-suspects","link":"https://hamiltonpoint.wpengine.com/news-insights/the-usual-suspects/","date":"2023-10-02T14:38:00","excerpt":"Most of us under the age of 50 have lived our adult lives without facing substantial inflation or high interest rates. Sure, we have heard horror stories from our parents or grandparents, but we have never witnessed them firsthand. Moreover, if you have spent your career with CNBC or Bloomberg running in the background, then […]
\n"},{"title":"The Rise of AI: A Blessing or A Curse?","slug":"the-rise-of-ai-a-blessing-or-a-curse","link":"https://hamiltonpoint.wpengine.com/news-insights/the-rise-of-ai-a-blessing-or-a-curse/","date":"2023-06-22T16:31:57","excerpt":"As we near the midpoint of 2023, the pervasive influence of artificial intelligence (AI) becomes impossible to overlook. From self-driving cars to smart speakers, from facial recognition to natural language processing, AI is everywhere — and has been for a while now, even when we were not calling it AI. This is not just a […]
\n"},{"title":"Boiling Frogs","slug":"boiling-frogs","link":"https://hamiltonpoint.wpengine.com/news-insights/boiling-frogs/","date":"2023-03-21T15:49:54","excerpt":"As a long-time author of investment commentaries, one of the cruelest twists of fate is to have a major market event occur that renders your hard work outdated. Such was the case when I recently finished a commentary entitled, “Boiling Frogs.” I wrote how the Fed’s policy of steadily hiking interest rates reminded me of […]
\n"},{"title":"Carrying a Cat by the Tail","slug":"carrying-a-cat-by-the-tail","link":"https://hamiltonpoint.wpengine.com/news-insights/carrying-a-cat-by-the-tail/","date":"2022-12-15T20:31:02","excerpt":"The great American writer Samuel L. Clemens, better known by his pen name, Mark Twain, once wrote, “A man who carries a cat by the tail learns something he can learn in no other way.” Over the past several months, I have found myself thinking of this quote frequently as I watch the daily carnage […]
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