July 31, 2019, Client Letter

In recent years, I’ve mentioned that the world is going through a gigantic monetary experiment. At first, I was referring to the “quantitative easing” that the U.S. Federal Reserve and other central banks began in 2008/2009, to offset the financial crisis. But the more I.. Read More

Online crime continues to fuel cybersecurity

Hackers, organized crime, and even state-sponsored actors are increasingly targeting government and business infrastructure as well as individuals to gain access to confidential information. The list of targets is endless but any entity that is digitally connected is vulnerable.
Online transactions, commercial supply management and payment… Read More

Q: Pat, can I get your recommendation on C3.ai? It looks interesting and I believe its founder has a good track record. Thanks for all your advice over the years.

A: C3.ai Inc., $86.44, symbol AI on New York (Shares outstanding: 97.4 million; Market cap: $8.4 billion; www.c3.ai) makes software for corporations to speed up their deployment of artificial intelligence (AI) applications.

On December 9, 2020, the company’s shares began trading at $42 on New York,… Read More

Three financial ETFs—but just one is a buy

Banks and other financial services firms suffered in early 2020 as the pandemic took hold. But most have since bounced back. Meanwhile, once COVID-19 eventually subsides and economic activity strengthens, the best of these stocks should be strong performers. That’s all the more so because… Read More