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Oct 31, 2019

For the past 30 years, the US has evolved into a position that's less likely to slip into recession than before and than other economies. This week we look at why and also results from AT&T. 


Oct 28, 2019

Simon discusses how the markets are starting to send a different message than the dour financial headlines. The recent outperformance of the more economically sensitive stocks both here and abroad bears monitoring. Simon also presents the case for LHX as a promising, reasonably valued name in the defense space....


Oct 23, 2019

October marks the start of Medicare Open Enrollment for supplemental policies and the beginning of the FAFSA, the Free Application for Federal student Aid. Ann provides an overview of both.


Oct 21, 2019

Last week we had a preview of what a post deal market may look like. A resolution to Brexit, a resolution to US/China trade wars, and how much of that is priced in. These issues are not really settled yet, but would such settlements boost the markets or are they anticipated in the valuations already? Also, a look at...


Oct 18, 2019

This global regulation being implemented on January 1st 2020 will have a bigger impact on prices than maybe any other before now. Still, it's being overlooked by most and its impact is not fully understood. Get ready for IMO 2020!