Five Factors for Evaluating Today’s Market
3.20.2024 Gauging the market is difficult. Data is everywhere and finding a time series to support your […]
Will Productivity Growth Allow Us to Have Our Cake and Eat It, Too?
3.14.2024 Despite rising interest rates and geopolitical tensions, the US stock market has reached new all-time highs: […]
If the US Economy Is Doing So Great, Why Are Americans So Glum?
3.6.2024 The US economy is a standout in global terms. While China and Europe struggle to regain […]
Passive Funds Have Overtaken Actively Managed Funds – Now What?
2.29.2024 – Assets in passively managed funds surpassed those in actively managed funds for the first time […]
Direct Lending a Foil for ‘Higher for Longer’
2.22.2024 2024: the year when Jay Powell and the Federal Reserve were expected to slash overnight interest […]
Market Broadening Will Likely Resume in 2H/24
2.14.2024 Last November, the market’s narrative shifted owing to Chairman Powell’s pronouncement implying the Fed had achieved […]
Commercial Real Estate Distress Won’t Infect the Banking System
2.9.2024 The commercial real estate (CRE) market, particularly office buildings, is under severe strain and property values […]
Is Deep Investor Pessimism About China Warranted?
2.2.2024 Investors are hopelessly pessimistic about the outlook for China’s economy, and that view has been hard […]
What Market Fundamentals Imply for 2024
1.24.2024 US large caps have rallied nearly two per cent so far this year – recently pushing […]
Bitcoin Grows Up
01.17.2024 Eleven spot bitcoin exchange-traded funds (ETFs) were launched last week following SEC approval. Gary Gensler, SEC […]
The AI Productivity Boom
1.11.2024 Artificial Intelligence (AI) captured the imaginations of many of us in late 2022. Investments flooded into […]
2023 in Perspective
01.03.2024 Happy New Year! As we close the books on 2023 and consider the prospects for 2024, […]
Slowing, but Still Positive, Growth and Inflation Likely in 2024
12.20.2023 If markets in 2022 were weighed down by a vertiginous rise in interest rates, markets in […]
Where Are We on the Fear-Greed Continuum?
12.6.2023 As investment legend Jack Bogle put it, “The stock market is a giant distraction to the […]
Is the Office Real Estate Segment Doomed?
11.15.2023 Co-working giant WeWork’s bankruptcy filing earlier this month exemplifies the fundamental challenges facing the post-COVID office […]
Are Equity Investors Jumping the Gun?
11.08.2023 Anticipation of the end of the Fed’s tightening cycle, spurred by a weaker-than-expected jobs report, sparked […]