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Quick Comments/What We’re Reading
December 3, 2020
Today's topics include a lack of bankruptcies during the pandemic, a government warning on claims data, ECB support for banks, fed support of markets, a potential change to brent crude's calculation, the problems low rates pose for pensions, Shelton's nomination likely reaches end of road, companies burning through cash, americans expect income drops as pandemic assistance nears expiration
Newsclips
Cartoons
December 3, 2020
Newsclips
Quick Comments/What We’re Reading
December 2, 2020
Today's topics include inflation expectations at an 18-month high, how fast could the world economy bounce back?, the jobs market for manufacturers vs. services, low wage vs. high wage jobs, still searching for a stimulus deal, updating total returns, more on the stock rotation, the difficulty in pricing bitcoin, and talking with the ECB
Newsclips
Cartoons
December 2, 2020
Newsclips
The Public’s Changing Investment Preferences
December 1, 2020
The outflows from funds should not be seen as the result of investors de-risking. Rather, investing styles and preferences are changing.
Newsclips
Total Return Review: Stocks’ Great Month
December 1, 2020
Stock markets across the globe enjoyed one of their best months ever in November.
Newsclips
Quick Comments/What We’re Reading
December 1, 2020
Today's topics include Tesla's big day, OPEC issues causing problems, new plans announced on LIBOR, Powell on lending programs, digital tax in France, the excess savings argument, Winklevoss says cash is trash, and a tough economic road ahead despite vaccines
Newsclips
Cartoons
December 1, 2020
Conference Calls
The Outlook Into 2021
November 30, 2020
A replay of our December 3, 2020 conference call.
Newsclips
Control of the Senate
November 30, 2020
The upcoming Georgia Senate races could have a big impact on the makeup of the government over the next couple years. As of this writing, Republicans are expected to maintain control of the Senate.
Newsclips
Monthly Fund Flows – Largest Equity Outflows on Record in October
November 30, 2020
Equity mutual funds and ETFs saw $73.72 billion in outflows in October, the largest monthly sum on record.