Compass Watch
The first several weeks of 2025 have featured a continuous stream of news headlines related to the markets and the economy. The headlines have covered a wide spectrum of economic news, including everything from the introduction of a new Chinese artificial intelligence (AI) model that claimed to be as powerful as others for far cheaper, […]
The 2024 Elections are behind us, and the results have generated numerous questions from clients here at Compass. These questions have come from across the political spectrum and have mostly focused on possible upcoming changes to the economy and the potential impact of those changes on the markets. Not only do we have a president-elect […]
Since the beginning of 2023, the equity market returns have primarily been driven by a narrow group of technology stocks known as the “Magnificent Seven.” These stocks are large technology companies that are viewed by investors as being at the leading edge of the development of artificial intelligence (AI). These companies—Apple, Amazon, Alphabet (Google), Meta, […]
One of the many strengths of Compass Capital is the depth of our team. Over the past several years we have invested in building an even deeper team of professionals by working to identify and grow our next generation of talent. One of these talented individuals is Chris Nuth, CFA. Chris joined Compass in 2017 […]
Now that the calendar has officially turned to 2024, we have entered Wall Street’s version of the Olympics. Every 4 years, Wall Street pundits and political strategists present on television, podcasts, and other forms of media to breathlessly tell investors what it will mean for their portfolios if the Republican or Democratic candidate for president […]
Over the past 18 months or so, much has been written about the Federal Reserve interest rate increases that have been implemented to control inflation. Most of the print and television coverage of these rate increases has focused on the possible negative ramifications of this policy. Indeed, the impact of the total increase of 525 […]