2020 elections have significant ESG implications.
Weekly Cash Commentary
Weekly Bond Commentary
Quirky back-to-school shopping contributed.
The Fed sharpens its new policy framework with strong forward guidance.
With polls tightening and debates around the corner, it's getting very interesting.
Why we think the rotation out of tech could have legs over the next 6 months.
Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.
I don't share my neighbor's worry. But this week reminds it's never a 1-way market.
Led by the household survey, the labor market continues to heal.
They provide short-term funding that oils the economy's gears.
Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.
Ultra-easy Fed and record stimulus represent a double dose of support for stocks.
Is it a bubble?
Dems took the first swing; now the GOP gets its chance.
Emerging innovators, and not the behemoths, may point way to long-term growth.
An all-in Fed covers a lot of potential worries and issues.
Create a safe, legal immigration framework for foreign workers.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Weekly bond commentary
Some aspects of life and the economy are getting back to normal quicker than others.
Liquidity is abundant but fundamentals remain iffy.
Our humanness can trip us up when it comes to investing.
Election Day may be nearing but the market doesn't seem all that invested.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.
Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.