October 25th, 2025
“In investing, what is comfortable is rarely profitable.” Robert Arnott Reasonable gains were achieved across all of our strategies in the third quarter despite crosscurrents from tariffs, uncertainty about the number of Federal Reserve interest rate cuts, a weakening labor market, and continued geopolitical strife. Growing corporate earnings, modest increases in inflation, largely caused by […]
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May 16th, 2025
Brian Gamble (left), Michael Rogers (center), Robert D. Rosenthal (right) First Long Island Investors, LLC recently welcomed Michael Rogers, senior staff editor at The New York Times, as the featured guest for our Thought Leadership Breakfast at The Garden City Hotel on May 16, 2025. Rogers, a veteran journalist and author, recently completed two years […]
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March 6th, 2025
President Trump has swiftly assembled his cabinet, implementing numerous policy changes. What lies ahead for investors in 2025? How will tariffs impact the economy? Which economic trends will shape the year? These are just some of the questions we hear from clients and business partners. In this web seminar we will break down the post-election […]
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January 15th, 2025
2025: CAUTIOUS OPTIMISM WITH SOME UNUSUAL UNCERTAINTY For years, we have been guided by the direction of corporate earnings (especially those of the companies we invest in) and real-estate cash flows, in conjunction with the level and direction of interest rates. The values of companies and real estate are primarily measured by two factors: earnings/cash […]
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November 20th, 2024
With Republicans sweeping control of the White House, House, and Senate, investors are asking the hard questions: What’s next for the markets? Where are interest rates headed? And is the inflation fight really over? These are just some of the questions we hear from clients and business partners. In this web seminar we will break […]
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