Investment Perspectives: Articles

Not That 70’s Show

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.

And The Wind Cries Mary: The Perfect Storm for Commodities?

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.

Maginot Moving Average

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.

Lessons on Labor and Consumption from the City Beautiful

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?”

Charitable Lead Annuity Trust (CLAT)

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…