On Rates, Monetary Policy, and Valuations: Is it Worth it to Take a Closer Look at Additional European Portfolio Exposure?
More than two weeks ago (on Friday June 4th), we sent an email message to our clients explaining that some metrics and trends make us uncomfortable. Furthermore, we discussed that some trailing stops were initiated. We do not believe that the fundamentals face major...Weekly Market Update
Global Market News Global equities tumbleGlobal equities tumbled this week as the Federal Reserve revised its inflation expectations. The S&P 500 closed 1.91% down while the Dow Jones posted its worst week since October, losing 3.45%. The Nasdaq also dropped,...The Day After & the Era of Transformation
Here is our take on the articles summarized below: Classical liberalism – advocating civil liberties and economic freedom under a set of properly defined laws – is one of the foundational ideas of the American experiment. For this week’s summaries,...Bundling and Unbundling
In the mid 1990s Netscape Communications, one of the early darlings of the dot-com craze, embarked on a roadshow to meet with prospective investors prior to its IPO. In its last meeting, and already late to board the plane from London back to the States, management...Weekly Market Update
Global Market News Global equities make slight gainsGlobal equities made slight gains again this week. The S&P 500 closed up 0.41% while the Dow Jones lost 0.80%. Meanwhile, the Nasdaq jumped 1.85%. The yield on the US 10-year Treasury fell several basis points to...Sign Up for Our Publications
