Insights
Dr. Harry Markowitz, Andy Melnick, and Steve Turi discuss investments.
Looking Beyond COVID-19 —Grandfather Clock Economics — Fed’s New Framework — Maximizes Employment — a New Fed Chair?
Over the years, I subscribed to the grandfather clock theory of economics. In effect, the economic and political.. Read More »
Looking Beyond COVID-19 —Inflation Outlook — the Short and the Long of It — Tax Rate Increases Higher Than Forecast
The debt financing of the Vietnam.. Read More »
Looking Beyond COVID-19 — “What This Economy Needs is A Little Inflation”
My first firm on “the Street” employed the Chief Economist of The Conference Board, the late Al Sommers. During one.. Read More »
Looking Beyond COVID-19 — Biden Proposals — Vaccine Rollout Key to Snapback — Limited Multiple Expansion — Focus on Cyclical EPS Growth
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
After quickly reinstating stricter environmental regulations, the.. Read More »
Looking Beyond COVID-19 – Green Light for Renewable Energy and Battery Driven Vehicles
After quickly reinstating stricter environmental regulations, the.. Read More »
Looking Beyond COVID-19 — the Years Ahead — Disruption and Opportunity
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
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
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
Since new virus cases peaked nationally early in July, the number of new cases continues.. Read More »
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