Latest Insights on NEM
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.
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.
5 More Signs There Isn’t a Recession Ahead December 11, 2018 U.S. Economy Over the past few weeks, I’ve explained my position that there will not be a recession in 2019. This time, I’m coming at it from the real estate market. The Federal Reserve Cooled off the Markets November 30, 2018 U.S. Economy Where do we go from here? From my perch, it looks like the markets have already priced in the Federal Reserve’s work, at least in the short term.
Is a Santa Claus Rally on the Way? November 23, 2018 Stocks Investors are still picking up the pieces from last month’s sell-off. Yet with all this despair, could a “Santa Claus rally” be right around the corner?





