Graduation Gift Ideas
Do you have someone in your life who is graduating this spring? The form and function of graduation [...]
5
05, 2022
2
05, 2022
Russia, Poland and Bulgaria
Russia announced Wednesday it would halt natural gas flows to Poland and Bulgaria. Gavekal’s Tom Holland and Nick [...]
25
04, 2022
US Economy Updates
The manufacturing index showed robust factory activity across the US this month. Export orders picked up momentum. Manufacturers [...]
18
04, 2022
Sell in May and Go Away
Seasonality. If you had invested $10K in the S&P 500 every May 1st and sell every November 1st [...]
11
04, 2022
US Dollar Dominance
Many of the recent sanctions leveled on Russia have power because they're based on the U.S. dollar, which [...]
4
04, 2022
Rolling Market Crashes
Most industries have already crashed. Some of these crashes started happening as far back as February 2021. And [...]
28
03, 2022
New Energy Technology
Since energy is a top issue right now, we’ll start the good news there. The war-related disruptions, plus [...]
22
03, 2022
What We Worry About
Retirement Planning A recent survey found that about 50% of couples do not agree on how much money [...]
21
03, 2022
Oil Prices and Economic Recessions
As we all know, correlation isn’t causation. It is hard to argue higher energy prices had nothing to [...]
14
03, 2022
Corporate Earnings
An earnings reversion is coming. In “earnings estimates will disappoint,” we showed the extreme bullishness of estimates entering 2022. [...]