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What If the Massive AI Spend Doesn’t Pay Off?
Companies in the U.S. have been shelling out records amount of capital on building out AI, and it's not just Big Tech. What happens if the large Capex…
Sep 30
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Michele Chiacchio, CFA
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Investment Memo #1 Part 2: Utah Medical Products, Inc. (NASDAQ: UTMD)
The investment model: LBO or Active Value
Sep 24
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Michele Chiacchio, CFA
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Stagflation Risks in the Economy
Inflation remains uncontrolled and the fed just lowered rates on concerns for the job market, does this mean a real risk of stagflation?
Sep 22
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Michele Chiacchio, CFA
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Charts of the Week: The Fed's Current Predicament
The data behind the Fed's "risk management cut" to rates
Sep 19
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Michele Chiacchio, CFA
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Investment Memo #1: Utah Medical Products, Inc. (NASDAQ: UTMD)
UTMD, headquartered in Utah, is a profitable medical devices company that makes critically important fetal monitoring accessories, vacuum-assisted…
Sep 18
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Michele Chiacchio, CFA
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Inflation Is Still Above The Fed’s Target
The economy is not out of the woods yet, inflation is still running hot (but not burn yourself hot) by the Fed’s standards and we could see a…
Sep 17
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Michele Chiacchio, CFA
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The Official Launch, The Economy Might Be Better Off Than You Think, and The Risk of Re-Inflation
Welcome to Notes on the Market, the economy just might be doing better than we think, however, there is a risk of inflation reigniting.
Sep 16
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Michele Chiacchio, CFA
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Welcome to Notes on the Market
Coming soon
Jan 13, 2024
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Michele Chiacchio, CFA
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