Sep 30, 20225 min read
ESG vs. anti-ESG: BlackRock in the cross hairs
Critics of BlackRock are urging investors to avoid funds offered by the investment management firm, the world’s largest. This effort is...
Sep 21, 20224 min read
Why you should not listen to the Doomsayers.
Every so often, on CNBC or in the Wall Street Journal, some investment luminary declares that it is time to get out of the market. The...
Sep 14, 20222 min read
3 Reasons Why You Must Not Panic
On September 13, August's US Consumer Price Index (CPI) numbers were released. Inflation had been widely viewed as moderating, but the...
Aug 24, 20221 min read
In Case You Missed It ...
Last week we received some prominent media attention in response to research published by our partner Martin Fridson on the recent high...
Jul 26, 20221 min read
Why We Are Ready to Say Goodbye to Gold
Gold is viewed by many as one of the main hedges against inflation. With the Consumer Price Index up 9.1% year-over-year in June and gold...
Jun 16, 20223 min read
What to Expect During a Bear Market
The stock market officially entered bear market territory on Monday, June 13, according to the conventional definition of a 20% decline...
Jun 12, 20224 min read
How to Navigate a Bear Market
The conventional definition of a bear market is a drop of 20% from its peak. Therefore, even though the S&P 500 is down by 18.6% since...
Apr 18, 20221 min read
Why Credit Markets Aren't Pointing to a Recession
Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...
Mar 27, 20224 min read
What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...
Mar 15, 20223 min read
3 Very Important Reasons Why You Should Not Sell Your Stocks Now
Since January 3, 2022, the stock market has taken an unfriendly turn to investors. Initially, 40-year high inflation and the fear of...
