Insights
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
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 »
Q2 2020: Turbulent Markets and the New Normal
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 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?
COVID-19 led to a government — Federal and state-mandated recession to mitigate the virus. This commentary.. Read More »
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