Interest rates increased slightly during the quarter with the 2-year maturity and the 5-
year maturity Treasury movements being the most pronounced. Bond indices posted
mixed returns for...
April 22, 2026
Find out moreInterest rates rose over the course of the first quarter of 2026. At the margin, some of the moves may be attributed to stubbornly persistent inflation. Labor market metrics have been...
April 21, 2026
Find out moreTONY ALBRECT & PATRICK LARSON Q4 Strategy
January 13, 2026
Find out morePATRICK LARSON Q4 Review - The Fed Eases
January 12, 2026
Find out moreTONY ALBRECHT & PATRICK LARSON Q4 Strategy
The 3rd quarter was very good for many investors. Interest rates declined, the Fed lowered the fed funds rate by 25 basis points, the NASDAQ advanced 11% and the S&P 500 increased 7%.
October 15, 2025
Find out morePATRICK LARSON Q3 Review – Glad That’s Settled
People were feeling good about the prospects of an established global trading regime, with a base tariff rate of 10%, and “reciprocal” tariffs on roughly 60 countries.
October 14, 2025
Find out moreMarkets finished the 2nd quarter in a pretty good mood. Interest rates on short to intermediate bonds fell slightly and longer-term rates rose slightly. Equities posted very solid gains despite a sharp decline in April as tariff uncertainty roiled equity markets.
August 27, 2025
Find out moreWe are the proverbial “frogs in the boiling water” in that at the start of April most people thought that global trade was going to be redefined and even decades old strategic alliances were coming to an end. As “Liberation Day” came and went, followed by pauses, reversals, and occasionally amplified threats U.S. trade policy has quickly become much more livable than originally thought.
August 27, 2025
Find out moreThe first quarter came in like a lamb and went out like a lion.
April 17, 2025
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Artificial intelligence is powerful. It’s also wrong more often than people want to admit.
If you use AI to support or deliver professional services, any mistake it makes is still your responsibility. Not the software’s. Not the vendor’s. Yours.
April 1, 2026
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Cyber incidents across our client base have been sharper, faster and more costly this year. Even organizations with strong controls are being hit in ways that look very different from past attacks.
March 13, 2026
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The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.
February 2, 2026
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