Insights
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
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
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?
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 »
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