Jobs Recovery
As you can see from the chart below, the US unemployment rate has significantly recovered from last year‘s Covid shock. Still the rate remains
Market Volatility
The markets are volatile…….obviously. This is a perpetual condition but is even more so now because of current circumstances.
There are
Legislation
As I’m sure you know, Washington is currently debating the infrastructure package and new safety net proposals. It’s a contentious debate.
I was asked by an institutional client this week how we invest for dividends but at the same time seek growth when we make investment decisions. It’s a good
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
