Michael Dzialo, Portfolio Manager

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an...

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an...

Stocks posted a sharp rebound during the second quarter, as investors bid up prices in anticipation that the economy would enjoy a sharper than expected bounce-back from depths of the COVID-19 nationwide shutdowns that occurred in late March and early April.

The recent insanity in capital markets has captivated much of the financial world. Anecdotes of borderline degenerate gamblers up 100, 200, 300 percent in mere weeks by trading recent or upcoming bankruptcies can be heard far and wide.

At the 73rd CFA Annual Conference, Aswath Damodaran, Professor of Finance at New York University’s Stern School of Business was asked for his thoughts...

China-U.S. tensions have been rising. Governments worldwide have jumped in to fill the economic gaps left by COVID-19. The Fed’s money printers have certainly been … whirring?

In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the country. It becomes egregious when you layer on the large debt pile and often misleading numbers coming from the Chinese government.

In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the country. It becomes egregious when you layer on the large debt pile and often misleading numbers coming from the Chinese government.