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Inning 1 for Ai

Inning 1 for Ai

In the fall of 1998, I was a sophomore at the University of Kentucky, on track to graduate in three years. I had recently spent the summer in California, working the front desk at the Hyatt Embarcadero in San Francisco. The Internet, a new medium at the time, was...
CPI Down, De La Cruz Up!

CPI Down, De La Cruz Up!

Wednesday’s Consumer Price Index (“CPI”) announcement revealed that year-over-year inflation has now fallen to 3%. Reflect for a moment on how far we’ve come from the time when year-over-year CPI was at 9%, a figure which led many to assert that...
Miles to Go…

Miles to Go…

I hope this email finds you enjoying a wonderful weekend! This past week, Congress passed a bill to suspend the debt ceiling, thus avoiding default through January 2025. On Friday, markets further rejoiced at a higher than anticipated unemployment rate, which implies...
Inning 1 for Ai

Markets Love AI

By now, you’ve heard of ChatGPT or at the very least, you’ve heard of the latest investment craze hitting Wall Street: AI (Artificial Intelligence). Most people are dismissing it as just another bubble that will soon pop and take with it the hearts of...
Fidelity for the Win

Fidelity for the Win

This week I had the great privilege of spending several days with financial advisors from like-minded firms located throughout the US. We shared ideas, best practices, and digested thoughtful material. We had several folks speak on a variety of topics; however, a gent...