Newsclips
Recent Presentation Package
May 21, 2018
From May 14 to May 18 Jim and Ben presented many of their themes to clients in Europe.
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What We’re Reading
May 21, 2018
Today's topics include rising U.S. yields, Kashkari on rate hikes, index investing, emerging markets feeling the squeeze, the Volcker Rule, services vs. goods inflation, crude oil, cryptocurrency and the death of brick and mortar retail.
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Cartoons
May 21, 2018
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Jim’s View – Will The Fed Move Too Far Too Fast?
May 18, 2018
Everything is riding on the belief that inflation is returning. If it does not, the Fed may end up inverting the yield curve.
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Separating Wheat from Chaff in Emerging Markets
May 18, 2018
Regional economic growth, commodity performance and trade uncertainty have Brazil standing out from its peers.
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What We’re Reading
May 18, 2018
Today's topics include betting against bonds, global growth, hedge fund performance, EM currencies, rising oil prices, millennials missing out on rising home prices and wage growth throughout world.
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Cartoons
May 18, 2018
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No Interest in Non-Cyclicals
May 17, 2018
Margin compression fears are adding to the woes of underperforming consumer staples. Expectations for rising Treasury yields will likely keep ETF investors looking elsewhere.
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Say Goodbye To The Fed’s Summary Of Economic Projections?
May 17, 2018
Both Bullard and Williams hint that the Fed's Summary of Economic Projections may eventually be discontinued.
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What We’re Reading
May 17, 2018
Today's topics include frackers spending more than they are making, the yield curve, selling at a loss, populism in Italy and billionaires across the globe.
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Cartoons
May 17, 2018
Charts of the Week
Investors Have Yet To Turn Bearish On The Stock Market
May 16, 2018
Stocks' decline in February and March put a damper on sentiment, but investors are nowhere near outright bearishness.