Dear Friend: Many might expect this quarter’s newsletter to discuss tariffs, wars, and market correction. Although the recent tariff announcements ... Continue Reading
Focus on Fundamentals Instead of Forecasting the Future
Dear Friend: As we close the books on 2024, it is a good time to reflect on the past year and carry key lessons into 2025. The end of each year often ... Continue Reading
Politics and Fundamentals
Dear Friend: Every four years as the U.S. Presidential election approaches, clients often express concerns about how to position their portfolios, ... Continue Reading
Unleashing the Potential of AI in Your Portfolio: Implementations from JP Morgan Chase, Royal Caribbean, and Walt Disney
Dear Friend: Artificial Intelligence (AI) continues to reshape industries, driving innovation and transforming traditional business models. In this ... Continue Reading
Fundamental Research with Contrarian Strategy
Dear Friend: Last year, the S&P 500 index was led by the outperformance of the Magnificent Seven (Apple, Amazon, Google, Meta, Microsoft, Nvidia, ... Continue Reading
Don’t Fall For These Traps!
Dear Friend: Over the years, we have communicated with you through the Noesis quarterly newsletters, in-person meetings, and phone calls regarding ... Continue Reading
Inflation and Interest Rates
Dear Friend: The topic of inflation and interest rates remained top of mind for investors throughout this year and last. We will discuss recent ... Continue Reading
Executing Your Financial Plan and Expanding the Noesis Family
Dear Friend: It is summer in the Northern Hemisphere, and we hope that you are enjoying the warmer months and longer days with family and friends. We ... Continue Reading
Risk Management and Investment Discipline
Dear Friend: The most significant event in the first quarter of 2023 was the failure of two U.S. banks on March 9 and the subsequent panic in the ... Continue Reading