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Latest Market Updates
DeepSeek Disillusion: Evaluating the Future of AI - Baron Capital
The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...
Ron Baron Discusses Tesla and the Market on CNBC Squawk Box - Baron Capital
The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...
First Quarter 2025 Investment Commentary
In the first quarter of 2025, the global stock market exhibited wide-ranging performances across r ...
Mission to Mars: Investing in SpaceX - Baron Capital
In 2024, SpaceX continued its rapid pace of innovation, achieving numerous milestones in its quest ...
Market Insights – Navigating Market Volatility and Policy Uncertainty
Given the events of “Liberation Day,” and the stock market subsequent selloff, we wanted to publis ...
Sound Bites for Client Discussions - RBA Insights
Uncertainty dominates the day, with market volatility sparking investor questions not seen in year ...
Market Insights – Increased Volatility and a Shift in Underlying Trends
Heading into this year we expressed cautiousness and the potential of market volatility, given ele ...
February 2025 Monthly Market Update
The “U.S. exceptionalism” narrative lost some steam in February. The U.S. dollar (DXY Index) fell ...
January Inflation Report
The latest data from the U.S. Bureau of Labor Statistics (BLS) reported that headline inflation (C ...
January 2025 Monthly Market Update
After a strong 2024, the U.S. stock market kicked off 2025 in rocky fashion but ended higher with ...
Assessing the Impacts of Tariffs
This past weekend, President Trump announced plans to implement a 25% tariff on imports from Canad ...
Market Outlook / Portfolio Positioning Q4 2024 - Webinar Replay
Watch the replay of the latest webinar with Brian Krawez, President of Scharf Investments.