Category: International Markets & Economies
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Universal Basic Income is a Bad Idea
January 27, 2023
There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…
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2023 Market Outlook
December 16, 2022
Each year, the biggest firms on Wall St. issue their S&P 500 price target within their Market Outlook. These annual reports are super compelling….
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We Think Inflation Will Fall
October 31, 2022
Inflation levels in the U.S. have the potential to fall sooner than most expect as money supply growth, shipping costs, housing, and commodity prices…
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Is Gold A Great Inflation Hedge?
October 24, 2022
Many people lately are talking about gold as an effective hedge against inflation. After all, gold is often touted as an inflation-protected safe-haven asset…
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King Dollar Is Back
October 10, 2022
If you haven’t heard, the U.S. Dollar is having a banner year. It is up 18% year-to-date, while almost every other global currency is…
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Are We In A Recession?
October 4, 2022
Just about everybody I know is bearish. Money managers, clients, business owners, and others are all confident that a recession is inevitable. …
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Peak Inflation & Recession Debates
August 12, 2022
Have we hit peak inflation? The idea that this might be the case has lured investors back into risky assets over the past few…
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Welcome to Stagflation
June 3, 2022
No doubt, inflation is on everyone’s mind. We feel the pain everywhere; the gas pump, the grocery stores, the housing market, etc. According to…
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Why We Stopped Investing in China
April 28, 2022
After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…
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