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 buying certain sectors based on perceived policy benefits. At Noesis, we closely monitor global politics but believe its long-term impact on the .... 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 three companies in our core holdings — JP Morgan Chase, Royal Caribbean Group, and The Walt Disney Company — are harnessing AI to .... 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. On December 18, 2023, the Wall Street Journal published an article, “What the Stock Market Taught Us This Year: Don’t Fall for These Traps,” saying that investors have been more influenced .... Continue Reading
