Latest Insights on ECL
Profit From Wall Street’s Consumer “Disconnect” December 19, 2018 Investing After the recent stock market sell-off, the gap between Main Street and Wall Street has never been more exposed than now. The pundits on the cable channels are screaming for interest rate relief from Jay Powell’s Federal Reserve. And regular folks’ reaction to the market carnage? Meh. For instance, the University of Michigan’s November survey […]
Small Business Owner Optimism is Decreasing December 17, 2018 U.S. Economy Forecasts are hard to make. But profits tend to rely on forecasts. For a small business, it’s important to forecast well. If there are too many customers and not enough inventory, the business can fail. Too much inventory can also lead to failure. Hiring plans and inventory depend on future expectations. Owners might get it wrong, […]
This Is 2018’s Market Narrative of the Year December 14, 2018 Global Economy The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest.
Traders Ignored the Fed Chairman’s Warning December 13, 2018 U.S. Economy Traders were right that Fed Chairman Jerome Powell's recent speech was important. But buying stocks was the wrong reaction.
Cybersecurity Is Now a Safety Sector for Investors December 12, 2018 Investment Opportunities The sell-off of recent weeks taught me something about cybersecurity investments. It turns out they’re resilient “safety stocks” as well.





