Investors are re-rating global growth in light of the CornaVirus outbreak – maybe. Tax hikes are being floated as plans to help middle income earners by the democratic candidates – how is that going to win over voters? Markets around the world on edge – but is this PLUS we...
The potential for a global pandemic is creating quite a stir with markets. We dig down into some strategies and past events that had similar characteristics.
We were destined for a correction, but is this the catalyst that will remove some of the froth that has built up?
Plus a listener...
An Update on the REPO Market
From our latest Quarterly Economic Commentary and Review… (1st Quarter 2020)
Back in September, there was a mini-crisis within the Repo Market. We discussed the details of what occurred in the 4th Quarter 2019 Economic Commentary. Since then there has been a concerted effort by the...
Clare Flynn Levy, CEO of Essentia Analytics explains best practices for achieving alpha. We explore indexing, passive and active investing.
Habits – especially bad ones can be changed as long as we have prompts and knowledge of our investing process.
We also cover markets, news and updates on the week.
Prior to founding...
Nothing going to derail the U.S. equity rally – even selling pressure after a new deadly virus strikes China has limited impact. Upgrades are coming in fast and furious – earnings season will be a checkpoint for analysts. Better news out of Europe – hopes for the bottoming process to...
