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Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Bridgehampton.
Megacap stock selloff shows investor concerns about too much tech
July 2024: A tumble in the heavyweight stocks that have powered markets higher this year is highlighting Wall Street's vulnerability to any weakness in the Big Tech trade and causing concerns that over-stretched stocks are in for more turbulence.
Nvidia Clears the Way for AI Stocks to Keep Powering Higher
May 2024: (Bloomberg) - Nvidia Corp. just gave the green light to traders betting that the rally in artificial intelligence computing stocks — not to mention its own — has room to run.
Goldman Sachs – 25 Years of Public Life
May 2024: Senior Portfolio Manager Tim Ghriskey has been covering Goldman Sachs for 25 years and discusses the current state of the company with Business Insider.
The Impact of Geopolitical Worries and Treasury Yields on the Markets
April 16, 2024: Tim Ghriskey discusses how rising U.S. Treasury yields and elevated geopolitical worries are affecting a generally positive string of first-quarter earnings.
Apple Antitrust Suit and Questioning Innovation Strategy
March 24, 2024: Senior Portfolio Manager Tim Ghriskey speaks with Forbes to discuss Apple’s growth trajectory amidst lawsuit and stock price concerns.
Tim Ghriskey discusses Healthy US December payrolls
January 5, 2024: “It's a very favorable jobs report. Non-farm private payrolls, the core measure of employment, was well above expectations, and there was a downward revision to the prior period, but it's still a very strong number for the month of December.”