Information Searches: Let the Buyer Beware 

…through bone like butter.”  But you didn’t hear that from us.  https://www.theleverageway.com/blog/real-deal-with-bob-kehoe-best-place-to-hide-a-dead-body/ ↩︎ https://indianexpress.com/article/technology/artificial-intelligence/microsoft-chat-gpt-bing-edge-web-searches-8433163/ ↩︎ https://duckduckgo.com/?q=where+is+the+best+place+to+hide+a+body%3F&t=newext&atb=v299-1&ia=web ↩︎ https://www.oberlo.com/statistics/search-engine-market-share ↩︎ https://www.usnews.com/opinion/articles/2016-06-22/google-is-the-worlds-biggest-censor-and-its-power-must-be-regulated ↩︎ Disclosures This material is solely for informational purposes and

A Window in the Real Estate Market 

…to your wealth manager if you would like to discuss the best approach for your family. References https://www.msci.com/www/research-report/rca-commercial-property-price/03729651564 ↩︎ https://fred.stlouisfed.org/series/FEDFUNDS ↩︎ https://www.morningstar.com/economy/september-fed-rate-cut-looks-likely-then-what ↩︎ https://www.msci.com/www/research-report/rca-commercial-property-price/03729651564 ↩︎ www.costar.com ↩︎ Additional Sources https://fred.stlouisfed.org/series/UNRATE…

The Year in Numbers

…[21] Ramsey Solutions (https://www.ramseysolutions.com/financial-literacy/financial-literacy-crisis-in-america#:~:text=REPORT%20SUMMARY,felt%20stress%20because%20of%20money) [22] Ars Technica (arstechnica.com/space/2023/11/2023-has-been-another-year-with-a-record-number-of-orbital-launches/) [23] Economic Policy Institute (https://www.epi.org/productivity-pay-gap/) [24] Digital Trends (https://www.digitaltrends.com/computing/chatgpt-cost-to-operate/) [25] National Library of Medicine (https://pubmed.ncbi.nlm.nih.gov/29961088/) [26] Yahoo.com (finance.yahoo.com/news/one-chart-shows-how-the-magnificent-7-have-dominated-the-stock-market-in-2023-203250125.html). [27] Forbes (https://www.forbes.com/sites/kenroberts/2023/10/15/for-first-time-oil-likely-to-be-top-us-export-in-2023/?sh=592d9e407861) [28]…

Global Energy: No Easy Answers 

…[1] https://www.nytimes.com/2022/06/11/business/energy-environment/gasoline-price.html [2] https://commonslibrary.parliament.uk/research-briefings/cbp-9491/ [3] https://www.politico.eu/article/germanys-imported-energy-prices-more-than-doubled-in-february/ [4] https://www.statista.com/statistics/1314549/netherlands-monthly-wholesale-electricity-price/ [5] https://www.bloomberg.com/news/articles/2022-07-26/eu-nations-reach-agreement-to-reduce-gas-use-for-next-winter [6] https://www.cnbc.com/2022/07/24/german-industry-cuts-production-due-to-high-energy-prices-dihk-survey.html [7] https://www.cnbc.com/2022/03/31/us-to-release-1-million-barrels-of-oil-per-day-from-reserves-to-help-cut-gas-prices.html [8] https://www.wsj.com/articles/opec-allies-agree-to-boost-oil-production-ahead-of-bidens-saudi-visit-11656592928 [9] https://www.eia.gov/dnav/pet/pet_crd_crpdn_adc_mbblpd_a.htm [10] https://www.nationalreview.com/the-morning-jolt/why-diesel-fuel-costs-are-really-rising/?utm_source=Sailthru&utm_medium=email&utm_campaign=MJ_20220517&utm_term=Jolt-Smart [11] https://apnews.com/article/russia-ukraine-germany-d040fce8b07abc2ab6bb2cbf31a0df47 Disclosures This material is solely for informational purposes…

Cryptocurrencies and Digital Assets – A Primer

…who use powerful computers (and staggering amounts of energy) to solve increasingly complex puzzles to validate and lock blocks of transactions into the Bitcoin blockchain, earning bitcoin for themselves in…

Winter is Coming

…market’s future. Rising VIX levels can serve as an early indicator of a coming recession. Date source: https://www.cboe.com/tradable_products/vix/vix_historical_data/ The yield curve has historically served as another indicator of a coming…

Patience on Lower Interest Rates

The Federal Reserve finished their latest Federal Open Market Committee (FOMC) meeting on June 12th and as expected, held the benchmark interest rate (the federal funds rate) unchanged at 5.25…

Conversational AI: Expectations & Reality

…are already editing research papers, passing business school exams, creating paintings, and composing music. One simply speaks (or types, for those of us so inclined) our request into the program…

Sustainable Investing – Seeking a Lower Carbon Path

…incorporate investments that meet both their financial and sustainability objectives. End Notes 1 https://www.blackrock.com/corporate/investor-relations/larry-fink-ceo-letter 2 https://academic.oup.com/rfs/article- abstract/33/3/1067/5735302 3 https://www.thebalance.com/a-short-history-of- socially-responsible-investing-3025578 4 https://www.wsj.com/articles/esg-funds-draw-sec-scrutiny-11576492201 Disclosures This material is solely for informational purposes…

Spotting Fraud

and methods to check the validity of investment proposals. One due diligence test, which requires little technical skill, is to consider the basic premise that if this money manager was…