We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
Still Optimistic About the US Economy
We are still optimistic about the US economy. There’s no question recession risk is higher than it was earlier this year, but the biggest risks are outside the US. If the Fed keeps easing and the President can refrain from stirring up too much tariff-related fear, US confidence should stabilize and the economy should keep chugging along at a decent rate of growth.Plus "The Week Ahead," a preview of next week’s potentially market-moving events.
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