After bottoming out last August at an historical low of 0.5 per cent, the 10-year Treasury yield inched higher, closing the year at a post-pandemic high of 0.91 per cent. …
Cresset’s Five Themes for 2021
Cresset’s Five Themes for 2021 YOLO spending will pressure prices The Fed flinches Valuation is stretched, but opportunities remain Investor optimism could lead to disappointment Innovation investing stands the test …
Will Bitcoin Take a Bite Out of Investors?
Bitcoin (BTC) is on a winning streak. The best-known cryptocurrency, enjoying its longest winning streak since mid-2019, touched over $28,000 on December 26. The recent moves are attributable to institutional …
Congress Passes COVID-19 Relief Legislation
At long last, Congress has passed a $900 billion COVID-19 relief package. The nearly 6,000-page bill provides $600 to every American, adult and child, in households with incomes up to …
Will Next Year’s Inflation Spark Ignite a Flame?
Thanks to a handful of vaccines, life in the developed world is expected to return to normal starting in the second half of next year. That’s especially welcome news to …
Has the COVID-19 vaccine made the market irrationally exuberant?
Maybe it’s lockdown fatigue, but it appears virtually every risk market has been on fire since news of effective vaccines hit the news a little more than a month ago. …
Investments By Day, Training NBA Players By Night: The Insanely Busy Life of Dylan Kremer
By Michael Thrasher, RIA Intel, 11/25/20 Around 6 a.m. most people are just waking up to prepare for their workday and at 6 p.m. they are heading home or there …
Markets Whistling Past the Pandemic
Equity markets delivered their best monthly showing in over 30 years in November, despite the fact that COVID-19 infections are spiraling upward at their highest rate since the outbreak began. …
Are Tax Hikes Looming? What Private Equity Partners Can Do to Prepare
The tax storm clouds have been brewing for quite some time … and they appear to be getting darker. What’s gathering on the horizon is the likelihood of an increase …
The Promise of Personalized Medicine
Even though most Americans will be celebrating the Thanksgiving holiday closer to home and with fewer family members this year, one thing we are thankful for are the COVID-19 vaccines …
Use It or Lose It: Why Private Equity Partners May Want to Use Tax Exemptions Now
Many private equity partners realize it’s no longer a question of if, but rather a question of when taxes will go up. The answer could be sooner rather than later. …
Will Value Stocks Take the Handoff?
News of a successful COVID-19 vaccine set off a rally in global equities as investors anticipate an end of the pandemic. Value stocks, those pandemic losers with cheap valuations and …
Playing Offense and Defense: Financial Planning Strategies for Private Equity Partners
As a private equity partner, you no doubt have a tremendous amount on your plate. You spend countless hours taking care of your team, your limited partners, your portfolio companies. …
’46’ in ’21
Now that President-elect Biden has presumptively captured the White House, Americans in general and investors in particular are anticipating what 2021 might bring. Former Vice President Biden will be 78 …
Top 5 Takeaways From Cresset’s Event With David Rubenstein
Cresset hosted David M. Rubenstein – Co-founder of The Carlyle Group, philanthropist, TV host, and author of the new book How to Lead – as our guest on October 28, …
