“Lucid is well below the pace needed to hit even 10,000 cars this years, and that’s why they continue to bleed money,' Jerry Braakman, chief investment officer at First American Trust, said in an interview. 'The stock will continue to be challenged until they can show that they have made a significant progress in the number of units sold'... Read More›

"Jerry Braakman, chief investment officer of First American Trust of Santa Ana, Calif., said he has been looking for bargains among healthcare and energy stocks, which trade at lower prices relative to future earnings than the big technology stocks that had fueled this year’s rally. But the firm has also beefed up its allocation to cash. Read More›

“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, Chief Investment Officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 ... Read More›

We’re looking forward to connecting with you at the 2023 ALTA ONE conference October 10-13 in Colorado Springs, CO. Read More›

Jerry Braakman, President and Chief Investment Officer at First American Trust, shares his thoughts on the latest rise in S&P indexes and its influence on the economy. “If consumers are growing more cautious “then maybe the Fed can park out at these levels, as opposed to raising rates higher," said Jerry Braakman, chief investment officer at ... Read More›

Following a solid start to the year in Q1, equities produced broad-based gains in Q2-2023, resulting in a very strong first half of 2023 performance for the asset class, particularly considering the environment. Stocks were surprisingly resilient in the face of March’s mini banking crisis, additional Federal Reserve rate increases and cautious ... Read More›

Scott Dudgeon, Director of Equity Research at First American Trust, was recently quoted in the Bloomberg News. Scott comments on Uber's stock performance saying [Investors need to see the firm] - keep the momentum going on the fundamental side (Bloomberg). The Bloomberg article discusses how compared to Lyft, Uber's shares are significantly ... Read More›

Jerry Braakman, President and Chief Investment Officer at First American Trust, discusses how the Fed’s decision to increase interest rates will impact the economy. Read more by about how the market is reacting in this article by MarketWatch. Read More›

UC Irvine Professor Christopher Schwarz, Ph.D. and First American Trust President and CIO Jerry Braakman engage in a wide-ranging discussion about what is shaping our financial world. Watch this video recording to learn more about the following topics: Read More›

President and Chief Investment Officer, Jerry Braakman, and Anchor and Business/Technology Analyst for KFI, iHeart Radio, Jason Middleton, discuss how interest rates are playing out with the Fed, Wall Street, and the overall investing market. Click below to listen to the full interview on KFI, iHeartRadio station. Read More›

Powell’s comments this week “are indicative that the Fed wishes to continue the process to slow the inflation in the economy,” said Jerry Braakman, president and chief investment officer of First American Trust. “We believe that we have likely seen the last rate hike this cycle. On a significant majority of macro metrics, the economy is ... Read More›

Global markets produced gains for the first quarter despite a turbulent March end. All three major market indices advanced with improving sentiment toward tech stocks, especially large-cap names, in the face of additional Federal Reserve tightening and a mini-financial panic prompted by the collapse of Silicon Valley Bank. Market volatility raced ... Read More›