Latest Insights on CY
The Yield Curve Holds the Secret to the Market’s Health September 27, 2018 Stocks On Wednesday, the Federal Reserve raised short-term interest rates by a quarter point and signaled yet another quarter-point hike before the end of the year. Notably, this is the first time the Fed funds rate — currently at 2.00% to 2.25% — has risen above the rate of inflation. The Fed’s preferred metric for inflation […]
The Emerging Market Crisis Could Topple Oil Demand September 27, 2018 Global Economy It was November 2016. My colleagues and I convened to discuss our biggest and best ideas for the various markets in the years ahead. One of my ideas was “peak demand.” I believed we could approach a point in a few years when global oil demand growth slows down. The world will not stop using […]
The Most Overlooked Form of Diversification September 25, 2018 Investment Opportunities In military strategy, generals prefer to concentrate their forces. But the opposite is true in investing.
There, diversification is key.
Cybersecurity Stocks Soar as Privacy Goes Mainstream September 25, 2018 Privacy Invasion Seeing the ad on TV made me realize that privacy has gone mainstream. Maybe that’s why cybersecurity is becoming a $1 trillion industry…
New Mortgage Fraud Echoes the 2008 Financial Crisis – But We Are Prepared September 25, 2018 Real Estate But unlike the pre-financial crisis era (stoked largely by brokers and lenders content to look the other way), today’s mortgage fraud comes with a twist.





