Investing and Markets

Storm Clouds

Quick Take: Is Recession More Likely Now? Update on the Inverted Yield Curve

Investors are expressing rising concern about potential recession next year, based on the inverted yield curve in the bond market. We did a comprehensive analysis in March (click here to access that...
US vs China

Trade War: Brief Update and Perspective

The US-China trade war entered its 16th month and doesn’t look to be ending soon. It continues to be a wildcard from an investment perspective—extremely important in the medium term but impossible to...
Chess Board

Long Term View: How to Think about Investment Winners and Losers

Investors tend to focus on the near term—basically six months ahead; but such short time frames tend to make investors miss the forest for the trees. As we explain below, winners historically haven’t...
Market Turbulence

Do Stocks Do the Worst Before or During Recession?

Many people are very worried about recession in 2019 or 2020. While economic data does not yet indicate recession is imminent--and we recently provided our own outlook here--we wanted to share some...

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