Author: Ken Rietz

By: Ken Rietz | On: July 5, 2023 |

Decoding Carbon Removal: Innovative Methods for Removing Greenhouse Gas

There are several different avenues of approach that have emerged to combat climate change. One is carbon reduction which includes the removal of carbon from the atmosphere. Subsequently, a new […]

By: Ken Rietz | On: September 12, 2018 |

Is Amazon Causing a Retail Apocalypse?

Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) are the first US companies to cross the one trillion dollar market cap ribbon, with Apple winning by a nose. (They are not the first […]

By: Ken Rietz | On: July 19, 2018 |

Emerging Markets Overview

This commentary is an overview of Emerging Markets (EMs). We begin with a brief review of their recent trends, then explore common factors that affect most every EM (such as […]

By: Ken Rietz | On: June 7, 2018 |

Sector Focus: Emerging Markets, Part 1 – Thailand and Indonesia

Instead of attempting to cover all areas of emerging markets in one report, we are going to split them over several weeks and cover specific countries. This week we will […]

By: Ken Rietz | On: April 12, 2018 |

Sector Focus: Industrials

This week we continue our review of the different sectors within the S&P and in the commentary below we discuss the industrial sector. Overall, the industrial sector globally is healthy […]

By: Ken Rietz | On: March 14, 2018 |

Sector Focus: Financials

The financial sector is vast; we can only give a high-level overview. We will cover US equity markets, international bonds, US market managers, world equities markets, derivatives markets, banks, and […]

By: Ken Rietz | On: January 18, 2018 |

Sector Focus: Shipping

The transportation sector can be divided into regional transportation (train, road, and airplane) and global transportation which is largely comprised of maritime shipping. Although this division is not very precise […]

By: Ken Rietz | On: December 21, 2017 |

Sector Focus: Healthcare

The healthcare sector is a growing and complex part of the economy, particularly in the US. The certainties and uncertainties of an aging Baby Boomer population who will expect virtually […]

By: Ken Rietz | On: December 6, 2017 |

Sector Focus: Semiconductors

Over the course of the next several weeks, we will be discussing our views on particular sectors which in our opinion may present some challenges and opportunities. This week we […]

By: Ken Rietz | On: October 9, 2017 |

Weekly Market Update

Market Action Movement regarding the U.S. budget and tax reform helped propel the S&P 500 to an unusual 8 consecutive days of new high closings. On Friday, when the U.S. […]