Image by linsenfutter2016 from Pixabay So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets were rebuilding and reopening to a backlog of robust demand. Sure, markets had issues to grapple with: inflation, changing central bank policies, and the return of..
Image by ErikaWittlieb from Pixabay I’m truly shocked to watch events unfold in the Chinese investment markets. Throughout the year, the Chinese Communist Party (CCP) progressively restricted freedoms of its citizens, plummeting share prices for some of the largest companies in the world. While this not-so-naked power struggle between economic and political factions is as..
Image by RoboAdvisor from Pixabay Environmental, social, and governance (ESG) investing is all the rage these days. Naturally, funds are launching to meet the growing investor demand. However, new company formation cannot keep pace with inflows. Yet, the investible universe is expanding nonetheless. Something funny‘s happening. Nearly every type of company is becoming ESG-compliant without..
Image by WorldSpectrum from Pixabay “Bitcoin fixes this.” I cringe every time I see this popular meme. I find it worse than nails on a chalkboard. Bitcoin and other cryptocurrency (crypto) supporters seem to wheel this tired trope out for every problem they see, particularly at economic ones. To their credit, they genuinely want to..
Image by Leonhard Niederwimmer from Pixabay “It’s up to you New York, New York” — Frank Sinatra, Theme From New York, New York The magnitude of change that the coronavirus (COVID) ushered in is truly astonishing. It’s upheaved industries, professions, and the very fabric of many lives. Among the apparent victims is New York City..
Image by OpenClipart-Vectors from Pixabay I always find this time of year to be self-reflective. Year-end provides a natural point for critiquing past performance and fitting it into a broader investing context. These holidays in particular have a way of foisting this perspective upon me, and with deep meaning. As a parent of two young..
Image by bobbyrusso sourced from pixabay I joined RIA Advisors Chief Investment Strategist Lance Roberts on his show to discuss some unique views of central banks, capitalism, and modern monetary policy. Please note, that the opinions expressed are solely my own and do not reflect those of my current or any former employer. You can..