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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

February 18, 2011: Pricing Pressure Threatens to Squeeze Corporate Profits

While prices of food, metals and petroleum-related products have risen, companies are having difficulty passing along those costs to customers "because of competitive pressures," the Fed said in its Jan. 12 Beige Book regional... Read more »

February 8, 2011: The Cyber Wallet, Part 2

We recently wrote about the mobile payments industry and have been researching companies in that industry’s supply chain. It appears increasingly likely that U.S. consumers will soon have the ability to pay for items at retail... Read more »

Feburary 2, 2011: Thoughts on Egypt

While the events in Egypt are unfolding rapidly and may change at any minute, it is critically important to note that the world's capital markets are at this point signaling a relatively benign macroeconomic outcome. Before... Read more »

January 25, 2011: Colonel Drake Lives Again

Thanks to enormous advances in drilling and completion techniques by the U.S. oil and gas industry and their service company counterparts over the past few years, massive energy reserves in highly impermeable rock formations have... Read more »

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