April 15 2025
Learning, Adapting and Sharing in the AI Era
Dear Friend:
Many might expect this quarter’s newsletter to discuss tariffs, wars, and market correction. Although the recent tariff announcements are concerning, we…. Continue Reading
15 January 2025
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.…. Continue Reading
15 October 2024
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, with suggestions ranging from selling everything to…. Continue Reading
16 juli 2024
Unleashing the Potential of AI to Your Portfolio
Dear Friend:
Artificial Intelligence (AI) continues to reshape industries, driving innovation and transforming traditional business models. In this newsletter, we explore how…. 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 topics that dominated the news.…. Continue Reading
October 11, 2023
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 developments, their impact on fixed…. 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…. 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…. Continue Reading
The Challenge and Opportunity of Inflation
Dear Friend:
It has been a year since we discussed the supply chain issue, labor shortage, ongoing pandemic, China slowdown, and inflation. Some of the challenges…. Continue Reading