Featured Insight
Robert R. Teeter / November 6, 20242024 Election Market Update
Overall, we describe the election results and market reaction as follows: Red is a “run it hotter” economy and market with higher growth, inflation, rates, and earnings.
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Additional Insights from Silvercrest
Featured Economics
Economic Review: November 2024
Election Aftermath Elections are important, and this year, like every other election before it, is reported to be “the most important election ever.” Further, just like every other election before,…
Bitcoin, Energy Consumption, and Context—Are We Asking the Wrong Question?
Much ink has been spilled in recent years about the Bitcoin network’s energy consumption. For those who believe that bitcoin (the asset) offers little value or that Bitcoin (the network)…
Thematic Investing—A Stock Picker’s Secret Weapon
When constructing a portfolio, active managers should have a clear investment philosophy that outlines the types of companies that will align with their strategy. Growth investors typically seek companies that…
