“Artificial Intelligence (AI)”, there, we said it. Now to be clear, nothing in this 2nd Quarter Investment Update was generated using ChatGPT or any other Large Language Model (LLM), although we did consult a few. Another Quarter of Positive Stock Market Returns Stocks continued their impressive rebound...
As a new member of the Meritage Investment Team, I will take the opportunity of composing the quarterly Investment Update and to introduce myself. You may recall from our December holiday note that I recently joined the firm in the dual role of Co-CIO along...
The news of the failure of Silicon Valley Bank (SVB) and accompanying turmoil in the banking sector is worthy of a brief note of explanation and perspective. There will be more that we will know and address in our upcoming quarterly correspondence. Aside from the specifics that...
In a year that finished none too soon for most investors, stocks and bonds managed to wind up 2022 on a positive quarter. While not much consolation to most investors, the markets absorbed a sea change of disruptive news this year. Many of the speculative...
Worries about inflation, rising interest rates, and a contracting economy became more acute as the third quarter came to a dispirited end. Rising bond yields stoked by the Fed’s recommitment to bring down inflation weighed heavily on stock and bond prices. Heightened aggression in Ukraine...
We are very pleased to announce that Philip Cole, CFA, has joined Meritage as a Senior Client Portfolio Manager. Philip comes to us from Bank of America Private Bank, Kansas City, where he led a team of financial advisors in portfolio management and client service. His...
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