MI Perspective Articles
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2025 Market Themes
2025 Themes – 2024 marks second banner year in a row. Stock market is high, but economy shows little signs of weakness. Enthusiasm over new administration. Rolling back regulation and extending tax cuts should benefit both Wall Street and Main Street.
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2025 Interest Rates
2025: Let’s Talk Interest Rates Interest rates continue to be a major investment theme leading into 2025. We are several months into a Federal Reserve easing cycle which began in September of 2024. Over this time the Federal Reserve has lowered the Fed Funds rate by 1 percentage point. One of the tools we use […]
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Data Center Mania: Investing in Data Centers
Digital transformation continues at an unprecedented pace, this time driven by huge strides in artificial intelligence. Data centers are an often overlooked yet critical part of this transformation, which comes with challenges and opportunities for investing in data centers as we move toward a world powered by AI. Since AI requires significantly more computing power […]
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4 Reasons We Like Gold
Usually, when someone starts beating on gold’s drum, it’s to talk about how gold is a safe-haven asset that could protect your assets even in the event of societal collapse. But I’m not here to preach doom and gloom or predict some unforeseeable catastrophe. Instead, I’m looking at the current economic landscape and seeing that […]
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August Market Volatility
Is This A Correction Or Recession? In the last three trading days, we have experienced significant volatility. This has, rightfully so, gotten investors very nervous about the future of the US economy. Investors are asking, “Is this a correction or recession”. Well, at the moment, it looks like this is simply a pullback/correction in the […]