It is important to reiterate that even though today’s economic environment does not fit the definition of stagflation at this time, there are still market and growth risks associated with higher inflation.
Stagflation is the market obsession du jour, with commentators and analysts fretting over the combination of high inflation and weak growth, making frequent comparisons to the 1970s.
Today we released a new episode of our podcast, Fieldpoints of View, where I discuss the commodity landscape with Brad Klein and Bob Hyman of CoreCommodity Management. Brad and Bob are experts in the world of commodities, each with well over 30 years of experience in the asset class.
After a dormant summer, we think investors could get another chance at cyclical outperformance. But buyer beware, this outperformance could be relatively short-lived as the economic and monetary policy cycle progresses. So as we often say with cyclical investing: we’re here for a good time, not a long time.
Even Winston Churchill, who toured the Line in 1939, wrote that the wall meant “the French cannot be surprised.” But less than a year later, in May of 1940, the French were certainly surprised.
Ways & Means weighs in on Biden Tax Proposals, with significant changes.
Cameron Dawson looks at the divergent performance of the US and China markets in 2021 and contemplates what could happen next in this week’s Market Perspective – A Tale of Two Sentiments: Univestable and Unstoppable.
Tourists from all over the world come to spend their money in Orlando, whether it is to brush shoulders with the mouse or to take advantage of the area’s substantial discount shopping offerings. For years I’ve been getting a feel for global cycles by asking the salespeople at the outlets: “Who’s shopping?”
For cross-border families, the U.S. is actually one of the world’s great tax-havens.
Changing your domicile to another state may cut your taxes, but the state you leave may not let it go so easily.
If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…
Doing well by doing good: Convert low-basis holdings into a tax-favored income stream and a tax-deductible charitable gift.