
Tune Out the Noise; Focus on Facts
Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.

AI Hype May Mirror the dot.com Craze of the ’90s
Investors are gaga for AI, just like they were for dot.coms in the ‘90s; will this craze also crash?

Natural Resources Looking Like Gems
As the world moves to electrify and decarbonize, these natural resources might prove to be glittering investments.

Am I Missing Out on the AI Revolution?
Bonds vs. AI stocks–what’s the right investment play?

Notes on the Economy – Q2 2023 Summary
It would not take much to push the economy into a downturn serious enough to warrant a recession label.

Community Banks Are the Backbone of the Economy. The Little Guys Are Under Pressure.
AMG’s Chairman, Earl Wright, was recently asked to write about the importance of community banks for Barron’s.

Stock Buybacks—Good, Bad or Ugly?
Stock buybacks are just one tool on a workbench that CEOs can use to boost a company’s long-term value, but Sen. Elizabeth Warren and others see them as market-manipulation weapons.

OPEC+ Retakes the Wheel
Surprise oil-production cuts tell investors that Saudi Arabian-led OPEC+ intends to remain in control of oil prices despite global inflation concerns.

Don’t Throw Deep, Ground and Pound
The S&P 500 shows signs of life, but prudent investors will play it safe and stick with bonds and stocks with conservative characteristics for the time being.

Plug in to Electrification Opportunities
Momentum in renewable energy includes rising investment in the natural resources needed to build grids, turbines, and batteries.



