• December Investment Perspectives

    In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.

  • November Investment Perspectives

    In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.

  • Importance of Productivity

    Productivity is critical for economic growth, corporate performance, and higher living standards. We see several key factors that could sustainably boost U.S. productivity in the coming years. We discuss these factors, their impact on major sectors of the economy, and the resulting investment implications in this piece.

  • Interest Rates in Turmoil

    The U.S. economy has a good chance to experience a garden-variety slowdown over the next 12 months and a small but growing chance to experience a multi-year productivity boom. If there is a mild recession, interest rates should fall somewhat. By contrast, if productivity growth does indeed accelerate, there is a lot more room for interest rates to rise.

  • October Investment Perspectives

    In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.

  • Investment Implications of a Potential Government Shutdown

    We have the following thoughts on the potential government shutdown.

  • Artificial Intelligence Investment Implications

    ChatGPT is the fastest-growing technology application in history and is demonstrating the powerful potential of artificial intelligence (AI) to a very diverse audience.

 

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