May 23, 2024 | Blog, Blog Home Others, Economics and Investing
Written by Inflation Jitters: A Deeper Look May 23, 2024 | ECONOMICS & INVESTING “We’re seeing deflation. So I’m feeling much better about inflation in terms of pricing versus a year ago. But we’re not finished…At Walmart, we are now seeing...
Jan 29, 2024 | Blog, Blog Home Others, Economics and Investing
Written by Investors Need Not Fear the Traditional Diversified Portfolio – A Historical Perspective January 29, 2024 | ECONOMICS & INVESTING For much of 2023, investors were leery of holding traditional risk assets given the attractive prospects of riskless cash...
Aug 25, 2023 | Blog, Economics and Investing
Written by The “Long and Lagged” effects of Interest Rates: Corporate Interest Rate “Lock-in” August 25, 2023 | ECONOMICS & INVESTING For the past few quarters, our positive firm view on the homebuilding sector has been in large part due to the idea of “interest rate...
Jun 13, 2023 | Blog, Blog Home Others, Economics and Investing
Written by Will Restarting Student Loan Repayments Dampen Consumer Spending? June 13, 2023 | ECONOMICS & INVESTING On June 3rd, President Biden signed the Fiscal Responsibility Act of 2023 into law suspending the debt ceiling until 2025 and averting a potential U.S....
May 16, 2023 | Blog, Blog Home Others, Economics and Investing
Written by Debt Ceiling Redux: What Lessons Can Market Participants Learn From 2011? May 16, 2023 | ECONOMICS & INVESTING In 2011, the United States was rapidly approaching its debt ceiling—the legislative cap on the total amount of debt that the U.S. government can...
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