by David Rosenberg | Jun 9, 2021 | How I See It
Article highlights Inflation is not a one-off change in the price level caused by a short-term distortion to protect profit margins but is a persistent acceleration in prices. Pundits who are talking incessantly about the “Roaring Twenties” never tell...
by Proactive Advisor Magazine | Jun 9, 2021 | Topping the Charts
According to the Q2 tracking study conducted by The Conference Board and The Business Council, CEO confidence has reached the highest level since the study started in 1976. The press release from The Conference Board reports CEO confidence “improved...
by Tony Dwyer | May 26, 2021 | How I See It
What do you do when you have heavy macro influences that are unlikely to have a near-term resolution? Inflation is going to rise due to the base effect from a year ago coupled with the economic recovery, but the Fed is holding firm on its historically...
by Proactive Advisor Magazine | May 26, 2021 | Topping the Charts
Two recent economic data points came in considerably outside of analyst forecasts, helping to fuel the equity market volatility seen in May. The Cboe Volatility Index spiked over 25 midmonth and has been generally elevated throughout May compared to a...
by Steve Deppe | May 12, 2021 | UpClose
Don’t let the fear of losing keep clients from playing the game Don’t let the fear of losing keep clients from playing the game Clients can be as fearful of losing portfolio gains as they are of steep portfolio drawdowns. Playing defense should begin...
