The torrid rebound in the Consumer Discretionary sector calls for a selective response.
C Is For A Customized Client Experience: Looking At The Holistic Planning Services Advisors Now Provide
If there is one experience common to us all during the global pandemic, it is that the spread of COVID-19 around the world caused everyone—young or old, rich or poor, male or female—to reassess our priorities.
Biden's Neo-Populist Economic Doctrine
Within the space of just half a year, US President Joe Biden has completed a necessary economic-policy regime shift that started chaotically under his predecessor.
Is China’s Bear Market an Opportunity?
China’s stock market pullback this year has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains.
China Stocks Meltdown – The Truth Be Told
Although the recent crash or meltdown of prominent China stocks was for the most part political in nature, valuation also played a role.
Income Strategy Update: Investing Amid Inflation Concerns and Lower Yields
With global growth rebounding amid uncertainties over inflation and COVID-19 variants, investors may want to consider a somewhat more cautious and flexible approach when seeking a consistent yield.
The Seeds of Stagflation
Last week, the government reported real GDP in the US grew at a 6.5% annual rate in the second quarter and was up 6.4% at an annual rate in the first half of 2021.
Technically Speaking: The Markets Next "Minsky Moment"
In this past weekend’s newsletter, I discussed the issue of the markets next “Minsky Moment.”
Auto Inventories: Pass the Chips
The automotive market is running lean.
A Strong 1H21, Moderation Seen in 2H21
Chief Economist Scott Brown discusses current economic conditions.
Is Your Target-Date Fund Providing Enough Inflation Protection?
Inflation has been on the rise recently, raising concerns about long-run inflation and its impact on the spending power of those who can least afford it—investors approaching or already in retirement.
Here’s Why the US May Have a Housing Boom for the Next 5 Years
The United States is just at the beginning of a housing boom that could last for the next five years.
The Metaverse: What Every Early-Stage Investor Needs to Know
You may not be familiar with the term metaverse, but if you’ve been a consumer of popular books, movies and video games over the past 30 years or so, you probably are aware of the concept.
Policy Errors Have Consequences
I am worried the Fed will either let inflation become psychologically entrenched, or wait too long to stop it and spark crisis with a too-hasty response, but there are other possibilities. None are especially good.
End of the Recovery and Reflation Trade?
The yield curve is a powerful indicator. More powerful than many others as May West reminds us. As the greatest reopening momentum now appears behind us, today, our All-Weather portfolio looks more all-weather than it did earlier in the year.