Are we looking at a market top for equities? What’s your plan?
Consider that, through Friday, April 12, 2024, the S&P 500 Index (SPX) is up roughly 8%. This comes on the […]
Are CLOs Right for Your Portfolio?
Are CLOs Right For Your Portfolio? During 2023, the Credit Suisse Leveraged Loan Total Return Index (CSLLI) was up 13.0% […]
Captive Data Sets: The Global Economy’s “New Oil”
In combination with semiconductor chips, captive data sets are now the global economy’s “new oil.” And software companies that sell […]
Green Shoots in Industrial Real Estate
While the industrial real estate market continues to soften, there are green shoots driven by rent growth, decreasing supply, and […]
Big Tech’s Energy Needs vs Climate Agenda
Generally, big tech has been very supportive of climate change initiatives around the world. Many tech companies have increasingly sought […]
Our Take on the Latest ESG Controversy
If you are following the news about ESG these days, there is no shortage of controversy about the subject. As […]
How Will Mexico Play its Economic Winning Hand?
While the US still dominates total dollars of foreign direct investment (“FDI”) into Mexico, China is Mexico’s fastest growing source […]
Snowballs and the Chinese Market Meltdown
From the midst of a Chinese market meltdown in January, a new villain has emerged – “SNOWBALLS”! According to Bloomberg, […]
Say Goodbye to Pricing Power and Hello Purchasing Power
The ubiquitous pricing power of many companies throughout COVID and beyond is finally coming to an end. In the Fed’s […]
The Walgreens’ Debacle: Dog Catches Car
Late last week, investors got a surprise when Walgreens Boots Alliance (TKR: WBA) announced that it would be slashing its […]