How long will the economic consequences of #COVID-19 last? See what the new research is telling us in my latest @Forbes column.
https://t.co/7VExZoBsZB
With layoffs continuing to skyrocket, are policy makers and central banks doing enough to help small businesses navigate the impacts of #COVID-19? Check out my latest @Forbes column. https://t.co/5YtBOr1rXf
With big companies like @Google@amazon@Facebook owning the public market, this long stretch of near-record corporate profit margins is making investors nervous. Find out why in my latest @Forbes column: https://t.co/P5gaVw9doC
Read how the Sahm Rule Recession Indicator could stabilize the investment environment while stymieing economic loss during a #downturn in my latest @Forbes column. https://t.co/5yNYONdCBK
Is #factorinvesting being overlooked by investors? Two centuries of empirical #data show us that these overt #investment styles can still outperform. Read my latest @Forbes column to learn more.
https://t.co/FT4TEgZDJY
Are today's fears of a global #recession overblown? With deeper rate cuts, impending trade agreements and global manufacturing starting to rebound, there are signs that the current slump may have troughed. Read my latest @Forbes column to learn more: https://t.co/o6y7XQRQds
In the face of an extended trade cold war with China, the economy is beginning to weaken – indicating risk of a recession. Check out my latest @Forbes blog to see why. https://t.co/DbiW7ZdJet
As US-China trade tensions continue to bubble, S&P 500 companies with more than 15% revenue exposure to China are feeling the impact. Find out how investors can survive an all out trade cold war in my latest @Forbes blog column https://t.co/7iWr4Re2ub
Over the next several decades, the growth rate of the U.S.’s working age population will outpace other developed economies. Why? Thank Millennials and Gen Z. Via @Forbes https://t.co/4tnJHd68iE
Legendary investor and founder of #BerkshireHathaway, #WarrenBuffett has had a remarkable track record. But will it last and what will it mean for Berkshire Hathaway when succession passes to a new CEO? Via @forbes
https://t.co/7V3zn2cBPY
The U.S. and China are nearing an end to #trade talks, but what will the resolution look like? Markets could be surprised with a more substantial deal than expected. Via @forbes
https://t.co/4RXnhS9Uye
Central banks are getting it wrong about the next #recession. More attention to the financial cycle and less on inflation and other economic data could go a long way to extending the business cycle. Via @forbes
https://t.co/4lwqjTyLoA
Bill Gross’ retirement in February was the unspectacular finale to an illustrious career. It's a lesson for how even great investors are not immune to losing their edge.
https://t.co/5EmJ4x6wnF
The fourth quarter marks another double-digit earnings growth for S&P 500 companies. But #equity analysts suggest that earnings growth could tip into #recession in 2019. Is an #earningsrecession on the way? Via @forbes
https://t.co/ocpCD7k2ND
Investors have jumped to the conclusion that we’ve seen an end to Fed rate hikes for 2019, but they’ve got it wrong. With U.S. and global growth, investors should expect the Fed to return to raising rates in June. Via @forbes
https://t.co/bwR6tXF6jv
After a bumpy start to 2019, it’s not all doom and gloom for investors. In the last few weeks, five key market risks have improved, suggesting that cooler heads now seem to be in control as progress builds in the first quarter. Via @Forbes
https://t.co/5sEOX0DWph
Stock market tantrums are over. As political uncertainty lifts, including #tradetariffs, the Fed’s policy and #governmentshutdown, we expect U.S. equity markets to deliver positive returns in 2019. Via @forbes
https://t.co/AJ60Jyj9ac