Blog

The most recent jobs report suggests the economic recovery is softening. Of course, that seems obvious since we have been in stuck in another “lockdown” phase. Most service sector jobs are in a deep freeze― especially in the travel, leisure, and hospitality industries. In… More >>

What should be an all-consuming week of rich data will likely be hijacked by another bout of pandemonium around the drama with GameStop and the Reddit message board. The week ahead is poised to be full of macro economic releases that could provide critical direction on… More >>

With so much liquidity floating within our economy, we should expect the current housing boom to continue. First, there is simply not enough supply in the current marketplace to meet expected demand. [i] New home listings are down 10% from last year and pending sales… More >>

Fourth quarter earnings season is beginning to ramp up, with consensus expecting S&P 500 companies to report a year-over-year earnings decline of -6.8% per FactSet. [i] While this would mark the fourth-largest decline since Q3 2009, we are entering a period of very… More >>

An economic or market blog is almost hard to scribe after the events that transpired last week in our nation’s capital. While market forces looked past the turmoil on Wednesday and, overall, rallied on hope of more fiscal stimulus; we would be remiss to not address some of… More >>

We just published our Q1 2021 Look Ahead, you can view the presentation here or watch our narrated version here. Consumption & Investment Rocket FuelAs we’ve written here before, an economic recovery is going to be driven by consumption and the implementation of the… More >>

It is not so prophetic to suggest you’ve been paid your returns for 2021. It is entirely possible that what you’ve gained in 2020 is a 100% deposit on what you might get in 2021, at least from a U.S. equity perspective. [i] This view, however, is certainly not the… More >>

As we swiftly approach 2021, it is becoming abundantly clear where some of the greatest opportunity might exist within the broad spectrum of equity investing. Emerging markets appear to be the clear favorite from a valuation perspective. [i] Relative to Developed… More >>

Last week, I hosted Morgan Housel, award winning financial writer, for a Zoom meeting to discuss his new book The Psychology of Money.  You can watch the replay here! Hiring a financial storyteller might seem counter-intuitive compared to hiring a market prognosticator or… More >>

While we’ve been preoccupied with an explosion of COVID-19 cases and the soap opera end of the Trump Presidency, China advances. On November 15th, China formed the Regional Comprehensive Economic Partnership, or RCEP, the largest trade bloc in history. [i] It… More >>