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 topics
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
Multiple offers, sky high prices, inventory nonexistent, and panic buying seems to suggest that a bubble is occurring in the housing market. That might not be
In this week’s update, I answer a few of the questions that I have received over the course of the last couple weeks. I hope you find my thoughts helpful.
1
Volatility matters. On that topic, I thought it might be a good illustration to talk about the movement in bitcoin over the course of the last month or two. It
