Featured Case Study
Case Study: The Case for Convertibles
Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.
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Consumer Services Remain Our Favorite Investment Positions
The consumer goods category has largely been the driver of U.S. GDP over the last year, from a consumption perspective. Many of the best brands that dominate these industries have shown…
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Making Sense of Natural Gas Prices
What a difference a year can make. In 2020, natural gas prices declined to multi-year lows. According to BP's 2021 Statistical Review of World Energy, prices at U.S. Henry Hub averaged…
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#MacroView: Deficit Deniers & 40-Years Of Economic Erosion
After 40-years of economic erosion, there are still deficit deniers.
The belief that debt and deficits “don’t matter” primarily stems from the basis the economy hasn’t collapsed and become a…
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Climate Extremists Are Losing By Winning
For years environmental extremists have campaigned with increasing success for less investment in fossil fuels. The logic has been that as CO2-emitting sources of energy become harder to…
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Chart of the Week: 30-year Mortgage Rate vs. Existing Home Sales
30-year Mortgage Rate vs. Existing Home Sales
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What A Coup in Guinea Really Means for Aluminum
Our series on critical mineral commodities is focused on the future. We are looking at long-term supply and demand fundamentals, cutting edge technological uses, and potentially brittle supply…
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Not What it Seems: The Double-Edged Sword of the New Consumer
As the third quarter slowly winds down, economic data announcements remain front page stories as the economy recalibrates amid the Delta variant. Even though labor markets and supply chains…
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What’s Wrong With Gold? Absolutely, Nothing.
Gold. What’s wrong with it? From spiking inflation, falling real interest rates, and massive money printing, it seems logical that gold, a touted inflation hedge, should be rising. Yet, so far…
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Return Stacking: Strategies for Overcoming a Low Return Environment
Stretched valuations in many stock and bond markets are challenging investors to look farther afield to meet investor return targets. Many investors find themselves recommending portfolios…
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Opportunities in Consumer Stocks are Everywhere. Brands Matter.
I talk to Advisors and consumers every week. What do I hear a lot these days? “The market has to go down, it can’t keep going up like this forever…I’m raising some cash to take advantage of…
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Chart of the Week: 20 Month Performance of the S&P 500 TR Index After a Recession
20 Month Performance of the S&P 500 TR Index After a Recession
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ReSolve Riffs with Michael Finke and David Blanchett on New Approaches to Optimizing Retirement
A casual observer of modern economies might be forgiven for feeling that life is pretty good. And they might reasonably credit neoclassical economic principles for facilitating what appears to…
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