Insights

skyview investment advisors clients

 Dr. Harry Markowitz, Andy Melnick, and Steve Turi discuss investments.

Looking Beyond COVID-19 — Biden Proposals — Vaccine Rollout Key to Snapback — Limited Multiple Expansion — Focus on Cyclical EPS Growth

Vaccine Rollout Key to First Half Growth—Potential New One-Dose Vaccine

The speed of reaching broad-based vaccinations will likely determine how.. Read More »

Looking Beyond COVID-19 – Green Light for Renewable Energy and Battery Driven Vehicles

Economics of Renewable Energy Generation More Than Regulations Speed the Shift

After quickly reinstating stricter environmental regulations, the.. Read More »

Looking Beyond COVID-19 – Green Light for Renewable Energy and Battery Driven Vehicles

Economics of Renewable Energy Generation More Than Regulations Speed the Shift

After quickly reinstating stricter environmental regulations, the.. Read More »

Looking Beyond COVID-19 — the Years Ahead — Disruption and Opportunity

Virus Third Wave

Unlike more regional virus waves during the spring and summer, the present third wave impacts the country as a whole. Past.. Read More »

Looking Beyond COVID—19—Observations—Post-Election Morning

Observations—Post-Election Morning

With some trepidation, we issue this Commentary Wednesday morning post-election day. With obvious risk,.. Read More »

Looking Beyond COVID-19 — the Political Class Fails the Fed — Now Even More Dependent on Recovery of Early Cyclical Industries

Fed’s Diminishing Tools — the Washington Political Class Provides No New Assistance

Over the last decade, despite using a broad mix of.. Read More »

Looking Beyond COVID-19 — a Potential Vaccine Broadens Investment Opportunities – Increased Merger and Acquisition Activity

Controlling Virus Spread Key to Second Half GDP Results

Since new virus cases peaked nationally early in July, the number of new cases continues.. Read More »

Q2 2020: Turbulent Markets and the New Normal

The “New Century” — Acceleration of the Digital Economy

We label the post COVID-19 period the “New Century” to reflect acceleration of.. Read More »

Looking Beyond COVID-19 — the “New Century” — The Past is Just That — the Past — Living Without a Vaccine — the Changes

The “New Century” — the Past Will Remain the Past 

The post-COVID-19 period could be labeled the “New Century” as much.. Read More »

Looking Beyond COVID-19 — Government-Mandated Recession — Bigger Government — Bigger Companies — Big Political Change? — Opening the Economy?

Federal and State Mandated Recession

COVID-19 led to a government — Federal and state-mandated recession to mitigate the virus. This commentary.. Read More »