This week, Sam Clement and I discussed the restaurant industry on our “Trading Perspectives” podcast. Most specifically, we talked about what appears to be a significant change in consumer behavior and how this will impact the…
Thought Leadership
In 2024, particularly during the 3rd quarter, the only economic releases that have truly mattered relate to either labor markets or inflation. Everything else has been almost irrelevant. The ISM Report(s)on business? Big deal. Durable goods…
At the end of the 3rd quarter, The People’s Bank of China made several monetary policy changes to help to support the struggling financial system and economy in that country. At first, global investors cheered the…
Social media has emerged as a powerful force in investing and political engagement. What began as a way of keeping up with friends and family online has evolved into a platform that can guide individuals into…
Find the full webinar, here. John Norris (42:32): Now it’s time to move into the Q&A.We already have a few lined up. Could you talk a bit more about India? Any particular mutual funds and/or ETFs?…
As featured in the Charlotte Business Journal. A couple of decades ago, while at a former employer, I wrote a piece about the potential economic impact a particular Category 1 hurricane would have on the Gulf…
If you only had one word to best explain the 3rd quarter of 2024, it would be finally. For close to two years, investors have been anticipating the start of the next Fed easing cycle. Put…
The 3rd quarter of 2024 was a nice change of pace from the first half of the year, at least in a few respects. You may remember our previous pieces on just how narrow the market…
INTEREST RATES After 18+ months of agonizing about when it would do so, the Federal Reserve finally cut the overnight lending target rate during the quarter. In truth, it was somewhat anticlimactic. The sun came up…
At the end of the 3rd quarter, The People’s Bank of China made several monetary policy changes to help to support the struggling financial system and economy in that country. At first, global investors cheered the…