2023 Market Outlook Highlights

Monday, June 30, concluded an extraordinary first half for markets. The end of the half is always a good time to look at what’s been happening in markets and think about implications for the second half of the year. Here are some highlights from the first half of the year and what they might tell …

“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.”  Michelangelo What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one …

The emergence of Artificial Intelligence (“AI”) has triggered one of the largest growth spurts in US electricity demand in decades. Early indicators show some impacts of this already as grid electricity prices are increasing, signaling that electricity demand is growing faster than supply. While the underlying technologies powering AI systems are expected to become significantly …