Latest Insights on SAM
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. Unemployment Reaches Bottom, Nowhere to Go But Up
December 13, 2018 U.S. Economy
An indicator with an impeccable track record has all but triggered a countdown to the next recession. It warrants caution. Millennial Retail Spending Insights for 2019
December 12, 2018 Best of Series, Trending
While speaking to my millennial family members, the subject of shopping came up. Here are a few insights into their top shopping habits. 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.