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
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
Why have markets lately been trending higher? There are two developments which investors perceive as an overall positive for the US economy.
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
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
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
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
Local markets no longer react to news solely within their particular country. US equities are affected by news from around the world as global
Investors have been concerned about the Federal Reserve’s stated plan to be aggressive in tightening rates. In one day that concern significantly dissipated
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
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