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October 1, 2021
This has been a week of political discovery for the markets and the economy. Three major events occurred. Democrats and Republicans moved to keep ...
September 23, 2021
“This quarter, and I think we’ll continue to see that a little bit in Q2 and Q3, had some of the most difficult supply ...
September 13, 2021
ESG remains one of the hottest investment themes over the last 10-years but has truly picked up pace since President Biden came to power. ...
September 2, 2021
As the torrent of money into ESG vehicles continues to flow, the question running through many people’s minds is “why now?” To me, there ...
August 19, 2021
There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, ...
August 15, 2021
Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect ...
August 1, 2021
The US releases its monthly unemployment rate and non-farm payroll data on Friday. The charts below show the rapid recovery in jobs since the ...
July 23, 2021
For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer ...
July 15, 2021
Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU ...
July 8, 2021
First, a bit of perspective on ESG. This investable theme is challenging even if one focuses solely on the E for environment or energy. ...
June 17, 2021
Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates ...
June 4, 2021
The inflation story keeps getting legs as more and more companies are citing inflation concerns in their investor calls and interviews. As a matter ...
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