Investment Perspectives

[1]  1 2 3 4 5 6 7 8   [184]

What Is A Bad Investment Decision?

by

A good advisor should make clients aware of bad investment decisions.

Is TikTok's Financial Advice Any Good? As An Economist, I Say Yes

by

Personal finance influencers on TikTok have some sound recommendations about managing your money.

Investing For Trump 2.0 Is Trickier Than You Think

by

The base-case scenario of a second term will move markets until November--and beyond.

What Is The Fed Thinking?

by

At its monthly meeting on January 31, the Federal Reserve's Federal Open Market Committee held firm on interest rates.

Don't Count On A Soft Landing For The Global Economy

by

Recent developments in China, Europe and the United States suggest that the world economy's biggest challenges may lie ahead.

Equity Market Outlook 2024

by

There is a mixed bag of factors, leading to many different outlook scenarios for 2024 and beyond.

Markets Don't Know What To Expect Anymore, And That's Good

by

A greater diversity of economic forecasts can lead to a richer discussion and help expose previously unseen risks.

Another Trade War With China Would Be A Fiscal Disaster

by

Higher tariffs would not only wreck the U.S. economy, they would also devastate the federal budget.

The Next Inflationary Surge

by

There is good reason to believe that temporary increases in inflation will become more common.

The American Economy Is A Shop Full Of Surprises

by

The sticker shock of the pandemic is in the rearview mirror and consumers are back to their buying ways again.

Can Green Energy ETFs Get Their Mojo Back?

by

ETFs linked to the green space have run across recent bad news.

Is Too Much Optimism Priced In?

by

Here are several different stock valuation approaches to get a more complete picture.

10 Lessons Investors Hopefully Learned In 2023

by

The volatility during 2023 has provided an opportunity to demonstrate the value advisors bring to the client relationship.

The Real Estate Sectors Poised For Success In 2024

by

One of the most visible domains of opportunity is the industrial sector.

De-Risking Portfolios Means Looking Beyond Mega-Cap Tech Stocks

by

Investors need to keep their eye on establishing sustainable, long-term investments with reliable cash flows.

Blackstone And BlackRock Master The Art Of Moneymaking

by

The public market's love for management fees is forcing these private asset managers to fundraise nonstop and venture into new fields.

Have No Fear Of The Fed's $7 Trillion Stash

by

This time around, quantitative tightening needn't destabilize money markets.

The Virtue Economy Is Over

by

The DEI and ESG movements are well-intentioned, but executing on the vision has always been a problem.

Will Rising Federal Debt Force Rates Higher?

by

Most likely, the deficit and debt will continue to worsen, gradually adding to the underlying level of real interest rates.

[1]  1 2 3 4 5 6 7 8   [184]