I continue to talk about a potential economic slowdown next year as my main justification that the Federal Reserve will not raise rates quickly. Economic growth
Greetings.
20 years ago, I was on my way to the office early in the morning. It was about 6 am and I was talking to a bond trader in New York City. Suddenly
In this week’s update, I am answering several questions I was asked recently by members of our client family as well as in media interviews. Hope you find it
1. What will the long-term impact of Covid be on the economy?
After we get through this horrible health crisis, I expect the US and the global economy to
When investing in portfolios, we tend to divide the type of equities we invest keeping in mind two philosophies; core and slice. I thought it might be helpful
I was on CNBC Exchange the other day and they were interested on my take on China knowing that I have done extensive research on investment strategies in that
This week I provided an update on our thoughts on DWM’s investment strategy moving into the second half of 2021. In this update I discussed the following
You should not react or fall prey to urgent words that you read or hear. Put them in context and recognize that a more balanced, longer-term perspective is what
In this week’s update I highlight a few questions I've received over the course of the last several weeks. I hope you find our thoughts helpful.
1. I see
In this month’s video update, I share our thoughts on a few topics of interest. I hope you find it helpful.
You are going to continue to see many headlines talking about inflation and its potential negative impact on the economy and markets. It is true that
