commentary from this week's "Sectors and Styles Strategy Report : “Of all the newfangled financial creations that have caused problems this past year, arguably the most nerve-wracking are derivatives traded over-the-counter…” Economist August 8, 2008 And the beat goes on....
The great value add in moderating events and conducting interviews is the ability to select the topics to discuss and questions to pose to some of the best minds in the investment, economic, and geopolitical worlds. So, here are a few takeaways from this Tuesday’s NYSSA Market Forecast luncheon...
excerpts from this week’s report: Model Growth Portfolio (MGP) “An excellent relative performance week as the MGP beat the S&P 500 by a solid 53 basis points pushing the year to date results to their highest level at 327 basis points over the S&P 500…” Model Growth Portfolio...
Commentary from this week’s Sectors and Styles Strategy Report: I found today’s Wall Street Journal story (“Pinched Consumers Scramble for Cash”) to warrant its most viewed story of the day. To quote: “As consumers max out their credit lines and banks clamp down on lending...
The economic debate seems to have settled into which letter best fits the future trend of the US economy: V, U, L, or W? The most bullish group, which includes many in the Goldilocks-redux crew, believe in the down (maybe strong) then up US economic scenario. V for victory, perhaps. Then there is the...
excerpts from this week’s report: Model Growth Portfolio (MGP) “What can I say? Yet another strong relative performance week for the MGP (that makes it 7 out of the last 8, 13 out of the last 15, and 15 out of 20 for the year) lifts the year-to-date relative performance results at another...