Latest Insights on ARR
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 […]
Trump is a Contrarian Indicator for Investors September 26, 2018 Stocks When the efficient market hypothesis was developed, no one predicted Twitter. More specifically, no one predicted President Donald Trump’s use of Twitter.
Trump’s Tweets Prove Markets Can Adapt to Anything September 26, 2018 Stocks When the efficient market hypothesis was developed, no one predicted Twitter. More specifically, no one predicted President Donald Trump’s use of Twitter.
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.