In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights on India’s...
At the turn of the millenium, the concern was that the US was paying off the debt too quickly! Here are a few excerpts from a...
The End Game For The Debt Ceiling By Howard Wang of Convoy Investments The US debt ceiling crisis Currently there is considerable political...
● The Yellow Pad: Making Better Decisions in an Uncertain World Robert E. Rubin Review via The Wall Street Journal These are uniquely uncertain times,...
Is The Worst Behind Us? Authored by Lance Roberts via RealInvestmentAdvice.com, Monetary Support Suggests Bear Market Is Possibly Over Could...
Could massive monetary support have softened the deep bear market many expected? It is an interesting question. Particularly given the Fed has hiked rates...
Investors neglected UK equities in recent years, as they barely trade above post-pandemic levels. In contrast, the US stock market rallied in response...
We have been vocal that long-term Treasury bonds are an excellent investment at current yield levels. However, timing the purchase of bonds will prove...
Friday May 12 we had the annual Hoover monetary policy conference. Hoover twitter stream here. Conference webpage and schedule here. As before, the talks,...
We recently published a blog post I wrote entitled, ‘Why I think tech and small caps could rally this year’. In that post I explained the...
Can UK business compete in an international green subsidy race?
Price ActionClearly, the most important aspect of the stock market is price action. That's where it all begins. Currently, I like the daily and weekly...
● Paved Paradise: How Parking Explains the World Henry Grabar Review via LA Times The cost of parking requirements for new real estate developments is...
At 4%, Cash Is King... Authored by Lance Roberts via RealInvestmentAdvice.com What if I told you that future market returns could approach...
Fed's Waller Drops Bombshell: 'Climate Change Risks Not Material To US' This will not go down well with the climate alarmists and ESG grifters... No...
What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since...
DRC has better growth and fiscal prospects than regional peers… Following a slowdown in real GDP growth induced by the COVID-19 pandemic, the Democratic...
Are the suburbs cool again? The boring bedroom community is out, the edgy exurb is in. These are the best suburbs for city-like living.
A long-term view on building up British business is key to showing the UK is ‘open for business’.
With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this...
McCarthy Is the Adult In The Room On Debt Ceiling Negotiations Authored by French Hill via RealClearPolitics.com, Speaker Kevin McCarthy...
Interest rates play a crucial role in the economy because they affect consumers, businesses, and investors alike. They can have ... Read more
Three forces are pulling down ESG’s once-rapid rise in the investment world.
NAIOP chapters and members are advancing the interests of commercial real estate within state capitols across the country. Last week, members in North...
Three bank stocks to buy when Fed-fueled financial fears fade feature companies that could surge when current shareholder selling subsides. Bargain-minded...
14 Million Jobs Will Be Slashed Globally By 2027 Owing To AI And ESG Standards: WEF Authored by Katabella Roberts via The Epoch Times (emphasis...
Crescat Capital commentary for the month ended April 30, 2023, titled, “Whistling Past The Graveyard.” US policymakers continue to act ... Read mo...
Why Future Market Returns Could Approach Zero Authored by Lance Roberts via The Epoch Times, What if I told you that future market returns...
The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety...
Two years ago I made a prediction that got me laughed out of the room. Before we were ever wearing masks, being socially distant, or discussing...