Matthew Krumholz 
Stay Informed and Stay Ahead: Research, December 18th, 2024 The Federal Reserve’s final decision to further reduce interest rates today represents a critical juncture for credit markets, reflecting the central bank’s nuanced approach to addressing slowing growth and tempering inflation. Market participants, who had already priced in a 90% likelihood of this move, were well-prepared … Read more
Stay Informed and Stay Ahead: Research, December 16th, 2024 Dividend Stocks: A Strategic Rebound in 2025 Dividend stocks are making a strong comeback. Backed by premium research and comprehensive economic insights, investors are rediscovering the steady, reliable income dividends offer after years of chasing high-growth tech stocks. As 2025 approaches, these stocks are positioned for … Read more
Stay Informed and Stay Ahead: “Special Edition” Research, December 13th, 2024 A Key Macroeconomic Trend Under the Trump Administration: Pro-Business Deregulation and Sector-Specific Stimulus Vica Partners Forecast: S&P 500 Gains of >17% in 2025 The fusion of AI innovation and pro-business policies under the Trump administration is setting the stage for substantial market gains in … Read more
Stay Informed. Stay Ahead. – December 11th, 2024 Metcalfe’s Law: The Power of Network-Driven Growth in AI and NVIDIA Executive Summary At the heart of the AI revolution lies a simple yet profound truth: the value of a network grows exponentially. Metcalfe’s Law, which states that the value of a network is proportional to the … Read more
Stay Informed and Stay Ahead: Research – December 9th, 2024 Japan-focused ETFs: Strategic Performance Insights & 180-Day Growth Forecast Executive Summary This report offers a comprehensive analysis of key Japan-focused Exchange Traded Funds (ETFs), examining performance over various timeframes to help institutional investors understand return trends. Special focus is placed on the 180-day growth forecast, … Read more
Strategic Insights for Institutional Investors: Maximizing Returns with Treasury Bond ETFs Presented to Executive Directors and Institutional Fund Managers Date: December 05, 2024 In the ever-evolving economic landscape, long-duration Treasury bond ETFs continue to provide a stable and strategic opportunity for portfolio diversification. With the Federal Reserve signaling potential rate cuts in 2025, institutional investors … Read more
Stay Informed and Stay Ahead: Research, November 25th, 2024 Key Leaders, Disruptors, and Growth Drivers As we approach 2028, the technology landscape is poised for dramatic shifts driven by rapid innovation and market evolution. Below, we explore the top 10 technology sectors forecasted to achieve the highest Compound Annual Growth Rates (CAGR), highlighting the key … Read more
Stay Informed and Stay Ahead: Market Watch, November 22nd, 2024 Late-Week Wall Street Markets Key Takeaways Economic Recovery and Consumer Optimism: November’s strong PMI data and rising consumer sentiment suggest economic recovery, with particular strength in the services sector. Despite inflation concerns, expectations remain stable, signaling continued optimism in the face of policy uncertainty. Mixed … Read more
Stay Informed and Stay Ahead: Market Watch, November 18th, 2024 Late-Week Wall Street Markets Key Takeaways Economic & Commodity Insights: Builder confidence is rising, but affordability remains a concern. Commodity prices (crude, gold, silver, and natural gas) signal inflation risks. Investment Strategy & Fed Outlook: Focus on long-duration bonds and AI stocks, diversify with Russell … Read more
Market Gains on Amazon Rally; 7-Year and 3-Year Yields Signal Uncertainty Stay Informed and Stay Ahead: Market Watch, November 1st, 2024 Late-Week Wall Street Markets Highlights Market Gains: The NASDAQ, DOW, and S&P 500 experienced overall gains, driven by strong performance in the Broadline Retail sector, despite mixed results across other sectors. Economic Insights: October … Read more