Susan Jung |

What are retailers to do in an environment where costs become a significant driver for market share? Companies that fail to adapt will hurdle towards

Susan Jung |

I was on a conference call this week and explained to a bright collection of foundation investment committee members why we have chosen to not follow the

Susan Jung |

Why have markets lately been trending higher? There are two developments which investors perceive as an overall positive for the US economy. 

First, dialogue

Susan Jung |

China’s economy is slowing down, the United States economy appears to be slowing as well, company earnings are being revised downward, and global caution

Susan Jung |

I’m in Asia today and writing this brief note at 4:00AM local time Thursday as I monitor what’s happening in financial markets. 

The financial world as

Susan Jung |

Scary

Moments like these are scary. When you read the headlines and listen to the news, there is no shortage of voices saying that the end is near and that

Susan Jung |

I am asked regularly to comment on why I think markets are volatile. The easy answer is China trade and interest-rate policy. This certainly makes sense but

Susan Jung |

Local markets no longer react to news solely within their particular country. US equities are affected by news from around the world as global

Susan Jung |

Investors have been concerned about the Federal Reserve’s stated plan to be aggressive in tightening rates. In one day that concern significantly dissipated

Susan Jung |

Why are the markets so volatile? We believe there are three basic reasons.

1. Concerns about interest rate increases and the impact on economic growth. Will

Susan Jung |

Oil prices continue to be under pressure on concerns about global growth and end user demand. Prices have fallen and energy costs are declining for both

Susan Jung |

Oil prices are dropping and will likely be reflective in gas prices in the very near future. With the United States now producing oil at a record pace, prices