Insights

skyview investment advisors clients

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

History Shows Virus Impact Greater After the First Year — Global Variant Snarls Supply Chains — Slows Inventory Rebuild — Inflationary Impact — Consumer Caution Slows Service Industry Return — Impacts Employment Growth — Variant May Delay Fed Tapering or Slow Its Rollout

Delta Variant Increases Inflationary Pressures—Supply Chains Snarled

Most recently, the growing spread of the COVID-19 Delta Variant forced.. Read More »

History Shows Virus Impact Greater After the First Year — Global Variant Snarls Supply Chains — Slows Inventory Rebuild — Inflationary Impact — Consumer Caution Slows Service Industry Return — Impacts Employment Growth — Variant May Delay Fed Tapering or Slow Its Rollout

Delta Variant Increases Inflationary Pressures—Supply Chains Snarled

Most recently, the growing spread of the COVID-19 Delta Variant.. Read More »

China—Tech Clamp Down—Why?---How to Invest In China--Now

SINO/U.S. TENSIONS CONTINUE TO INCREASE

Our earlier Commentary (10/17/2018)  focused on whether the Sino/U.S. trade war would eventually grow.. Read More »

Looking Beyond COVID-19 —Grandfather Clock Economics — Fed’s New Framework — Maximizes Employment — a New Fed Chair?

Grandfather Clock Economics

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

Learning from the Past—Double Digit Inflation—the Sixties and Seventies—Can It Repeat—Guns and Butter

The debt financing of the Vietnam.. Read More »

Looking Beyond COVID-19 — “What This Economy Needs is A Little Inflation”

Needs 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

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 »