Building Optimized Portfolios with JPMorgan
Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations. Read More
Are You $avvy?
The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon […]
SPAC Fever: Clear and Present Danger?
How do special-purpose acquisition companies (SPACs) serve public investors? Read More
Microsoft
Microsoft buys Nuance Communications in a $16 billion deal. Coinbase makes an $86 billion Wall Street debut. FDA hits the pause button on Johnson & Johnson
Active Equity:
Is active equity poised for a new golden era? Read More
Myth-Busting: Money Printing Must Create Inflation
Shouldn’t all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not. Read More
The True Value of Your Muni Portfolio
Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value. Read More
The Short, the Index, and the Private Markets
There is no valid benchmark for the unlisted private equity sector. That needs to change. Read More
Netflix Earnings and Oscars Preview
Netflix slides on slowing growth. Boston Beer, Chipotle, and Intuitive Surgical serve up big earnings. MarketAxess slips. Johnson & Johnson reports surprising results but continues to deal with vaccine issues. […]
Joachim Klement, CFA: Three Geo-Economics Trends to Watch
The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts. Read More