Investment Perspectives

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Cathie Wood And Walmart Aren't Speaking The Same Deflation Language

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Deflation is normal in the goods sector, not some bogeyman to be feared.

Private Credit Exposure Through Non-Traded Business Development Companies

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Non-traded business development companies (BDCs) are one way for investors to access direct lending exposure.

Future Of Direct Indexing

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Scale is the biggest challenge--and opportunity--financial advisors will face in 2024.

Three Things To Prevent A Treasury Market Meltdown

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U.S. government debt should be a haven, not a source of instability.

A Victory Lap For The Transitory Inflation Team

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Disinflation has confirmed that post-pandemic inflation was indeed “transitory.”

The Economic Consequences Of The Gaza War

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The fallout could include a 1970s-style oil shock, crashing stock markets and deep stagflationary recessions.

Why Mainstream Economics Got Inflation Wrong

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Leading economists' misdiagnosis of inflation in 2021-22 was the latest episode in a long-running series of failures.

Is The Stock Market Correction Over?

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Market breadth will need to expand for the recovery to continue.

Anger Is What's Driving The U.S. Economy

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There is a large disparity between how Republicans and Democrats view the economy.

‘Cash' Typically Not The Answer When Markets Start To Change

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History suggests "cash" is a bad strategy for the longer term.

What Is The Goal Of 60/40 Portfolios?

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Is it to diversify or reduce risk?

S&P 500's Hot Winning Streak Is Rather Cold

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The index's eight-day winning streak obscured an utterly uninspiring performance.

Certain Uncertainty In The U.S. Bond Market

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With interest rates on 10-year U.S. Treasuries close to 5%, bond yields are attractive once again.

Yield Uncertainty Will Persist Even If The Fed Is Done Raising Rates

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A hard-to-read economy and expanding government bond issuance will keep investors on their toes.

Can Muni Investors Catch A Break? We Think So.

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We could see a smoother path for munis to finish up the year.

Bombshells Are Already Landing In Election-Year Markets

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Biden's swing-state slip and the unpredictability of the Israel-Hamas conflict set the stage for 2024.

The Tech Gold Rush Is Over. Where's The Next One?

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Ambitious young people in search of their fortune are looking for a new industry.

The Federal Reserve's Pause Could Go Terribly Wrong

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There are four potentially fatal flaws in the way policymakers are thinking about monetary policy.

The Stunning Resilience Of Emerging Markets

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Contrary to many analysts' expectations, emerging markets have not spiraled into a debt crisis.

Are Stocks A Better Buy Or Bonds With Treasurys At 5%?

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History suggests long-term, good-quality corporate debt or mortgage securities are a good bet.

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