Global Financial Forecast 2020-2027
The Debt Canary
Coal miners used to carry canaries down into the jobsite – the birds were used as indicators that deadly gases were in the atmosphere. If the canary died, the miners fled to the surface.
Fear vs Fundamentals: Redux
Recapping the market’s reaction to fourth quarter earnings season and the Coronavirus outbreak.
Super Bond LIV
It’s important to have a strong defensive aspect in any game. Just ask the San Francisco 49ers, whose defense ranked second in the league this year. It’s also critical to find ways to play defense in your portfolio.
Market Update – February 2020
Just as one source of investor angst faded at the beginning of 2020, another intensified. After simmering trade tensions fueled a blockbuster start to the year, sentiment took a turn for the worse after the outbreak of the Wuhan coronavirus threatened to derail an already-fragile global growth backdrop.
Go Long with Provis
In a normal yield environment, long-term bonds come with a higher yield than shorter bonds, allowing owners to roll down the yield curve.