Monday, January 30th, 2017
Here is a copy of GIA's year-end letter. We discuss trends from 2016, our outlook for 2017, and GIA specific news. Enjoy!
Friday, December 9th, 2016
We recently wrote a letter on the current interest rate environment and our projections for bond yields moving forward. In this piece we discuss how President-elect Trump's political policies may affect interest rates, economic growth, and fiscal and monetary policy.
Thursday, November 10th, 2016
Here you will find our thoughts on the financial markets after the presidential election results.
Monday, October 31st, 2016
In this most recent GIA quarterly letter we discuss current equity valuations, ongoing global issues, economic “well-being” indicators, and the potential implications of the upcoming election on the stock market.
Friday, September 9th, 2016
Tim Lesko, a principal here at Granite Investment Advisors, was on CNBC on Wednesday, discussing Apple’s iPhone 7 announcement.
Thursday, June 30th, 2016
Here you will find our thoughts on Brexit. This letter was sent out to clients on Friday afternoon.
Wednesday, May 4th, 2016
Scott Schermerhorn, GIA's Chief Investment Officer, was featured in Barron's cover story last week. In this interview, Scott talks about his future market expectations, the global economic situation, and momentum stocks. Click on the link to read the entire article.
Tuesday, April 26th, 2016
Here you will find GIA's insights on the first quarter of 2016. In this letter, Scott Schermerhorn discusses valuations and performance of the FANG (Facebook, Amazon, Netflix, and Google) stocks, a potential market rotation into value stocks, and the strength of the world economy.
Tuesday, March 29th, 2016
Tim Lesko, a principal here at Granite Investment Advisors, was on CNBC last week, discussing Apple’s new product announcements and the company’s current valuation. Click on the link in this post to see the full interview!
Friday, January 22nd, 2016
Tim Lesko was on CNBC this afternoon, discussing the market capitalizations of Apple and Alphabet (formerly Google), their current valuations, and their future product cycles. Click on the link below to see the full interview!
CNBC Interview – 01/22/2016