In our 4th quarter Investment Update last year, like many, we acknowledged the challenges heading into 2023, particularly concerning additional rate hikes and the risk that the Federal Reserve could unduly weaken the economy in its campaign to defeat inflation.  As our investment strategies focus...

Soft landing, hard landing, no landing. What would Wall Street and the investment world do without similes, metaphors, narratives, and tales?  When it comes to landings, we think they are better suited for airplanes, not economies. And as for tired metaphors, landings tell us nothing...

“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...