Investment Perspectives

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Cooler Inflation And Slower Growth Should Convert A Fed Skip Into A Fed Pause

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There is no need to raise the risk of recession any further to combat an inflation problem that is clearly fading.

The Poverty of AI Pessimism

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Pioneers in artificial intelligence have spoken up about the dangers that the technology poses to economic stability.

S&P 500's Tech-Heavy Top Is A Feature, Not A Bug

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Just five tech stocks account for 24% of the index, but the concentration helps stabilize the risk of investing over time.

Dear CEOs: Please Focus On Profit, Not Politics

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Companies are better off avoiding the minefield of social activism and just concentrating on making money for shareholders.

Despite Headwinds, Economy On Track For Further Growth

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Investors should see better economic performance in June now that the debt-ceiling crisis appears to be nearing an end.

Think Twice Before Diving Back Into 60/40 Portfolios

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Investors who are considering diving back into 60-40 strategies need to be careful of the longer-term risk.

Bitcoin Unveiled: The Truth Behind The Misconceptions

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Are misconceptions twisting the perception of Bitcoin and causing many to miss out on a massive opportunity?

Real Estate Or Real Mistake? Investing In Listed REITs

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Contrary to appearance, listed REITs have not lived up to their diversification promise.

TARP: A Stock City With Lower Risk And Good Potential

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Smaller TARP companies have trouble getting investors' attention amid the loud buzz of big tech names.

A World Of Debt

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The debt problem is most acute in low- and middle-income countries where debts were already too high before the pandemic.

Will History Rhyme? A Fed Pause Has Been Good For Fixed Income

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Historically, core bonds, as proxied by the Bloomberg Aggregate Bond Index, have performed well during Fed rate hike pauses.

Sizing Up The Angles On Fed Policy

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For investors, it is important to assess all the angles on Fed policy this year.

Bye-Bye, New York. Hello, Fayetteville

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It's easier for small towns to develop the services and amenities to attract new talent.

A SPAC Might Make Sense Now If Not For The Carnage

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The market dynamics exist for blank-check companies, but investors are skeptical after the excess of the last few years.

Active Vs. Passive: Not An ‘Either Or' Investment Debate Anymore

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Investors can benefit from both active and passive management styles.

Biden's Fed Pick Is Not What The Economy Needs

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Adriana Kugler would tilt the central bank toward a labor market focus when inflation expertise is needed.

Nasdaq 100 Rally Shows The Bears Got Up Too Early

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Ultimately, it was never going to be easy for consumption and earnings to fall off a steep cliff so soon.

Should We Really Sell In May?

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While investors shouldn't let rules of thumb override financial fundamentals, there are times when the fundamentals are hazy.

Shifting The Inflation Goalposts

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Adjusting the definition of price stability to support fiscal spending may result in higher inflation and slower growth.

A BRICS Revival?

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For the West, the growing influence of the BRICS nations holds an important lesson.

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