Economic Insights

Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.

Crude oil has rallied recently, in a much-delayed reaction to numerous analyst forecasts that have been bullish all year.

Brian Stutland of Equity Armor Investments and a portfolio manager for Rational Advisors recently joined CNBC to discuss volatility in the NASDAQ, options trading, and more. 

Key Summary: • Chart of the Week: The market is not as expensive as the media describes it. • Brand update #1: Live Nation – robust demand continues & the stock is on sale. • Brand update #2: Uber – strong trends and the shift to profitability continues.

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.

There’s always something to fret about in the world of finance. Yet, more often than not, the market defies our worries and continues its ascent. We’ll remain vigilant and prepared for the worst while continuing to expect the best.