June Inflation Data: Reason To Change Outlook?
July 19, 2022
The next six to nine months is likely to be bumpy as the economy retools, but our medium-term outlook has not changed.
Value Stocks Have More Room To Run
July 7, 2022
As growth stocks have ebbed, value stocks have surged with strong earnings, cheaper valuations and higher dividend yields.
It’s Ugly Out There, but Attractive Opportunities Will Come
July 5, 2022
Recession talk is scary, but the best investment move to make right now is to have the courage and patience to wait for deals—and then pounce.
As Skies Darken, Astute Investors Recognize Need for Caution
June 28, 2022
The economic weather looks stormy, but is it a squall or a hurricane that America is sailing toward?
The Inflationary Ripples of Russia’s War
June 7, 2022
The Russian invasion of Ukraine threw a monkey-wrench into the economic recoveries in many advanced economies just as their respective output gaps closed.
Notes on the Economy – Q2 2022 Summary
May 31, 2022
U.S. economic output hit a pothole, falling an annualized 1.4%, in the first quarter of 2022; fortunately, the wheels were not knocked off the economic machine.
Shortages Might Make Natural-resource Stocks a Gold Mine
May 5, 2022
Investors might reap returns from natural-resource stocks as the world scrambles to alleviate key commodity shortages in energy, agricultural products and metals.
Worried? Check Out These Three Classic Inflation Hedges
May 3, 2022
Worried about inflation? These three simple investment strategies might help you protect your nest egg in these uncertain times.
Fed Tries To Tame a Hornet’s Nest of Uncertainty
April 28, 2022
Investors looking for a clear path should be cautious when choosing their next step as inflation, the Ukraine war and lingering pandemic impacts make for unpredictable interest rate hikes.
Earth Day 2022’s Theme Is “Invest In Our Planet.” What Will You Do?
April 21, 2022
Momentum growing for disclosing climate-related risks and scaling up investments to limit climate change.