Investment Perspectives

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The Slope Of The Inflation Slide

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The real question is not whether inflation is falling, but rather the slope of the slide.

Another Romance With Fed Pivot Breaks Investors' Hearts

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A brief fling based on flimsy intuition leaves them back where they started.

Credit Suisse Isn't The Lehman Moment You're Looking For

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The Swiss lender may be vulnerable, but let's not compare apples and oranges on potential outcomes.

Is The Labor Market Weakening? A Jobs Report Preview

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A return to normal is not the same thing, at all, as a big decline.

Faith-Based Investing: Considering Values And Valuation

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For people living their lives in accordance with their faith, taking “ownership” for their investments is important.

Blurring The Lines Between Growth Vs. Value Investing

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In today's markets, growth vs. value is looking much less like a debate, and more like a friendly conversation.

Raising Our 10-Year Treasury Yield Year-End Forecast

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The significant increase in yields, especially this year, is because of changing Fed rate hike expectations.

Beware Of Hidden Complexities In Alts Investments

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There are multiple issues for advisors to consider with alternative investment platforms.

Britain Is Not An Emerging Market--Yet

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While talk of a U.K. default is overblown, a painful reckoning just short of that outcome is not out of the question.

When The Fed Stops Trying

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There is good reason to suspect that the Fed has stopped bothering even to look for an optimal middle way.

The Slow Fertilization Of Broad Infrastructure

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Examining the long-term sector impacts of the recently passed $730 billion Inflation Reduction Act.

The Moral Case For Higher Interest Rates

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The human toll of unemployment, while severe, must be balanced against the more diffuse costs of ever higher inflation.

The Stock Market Had History On Its Side. Now It Doesn't

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This year may be only the second time since 1873 when buying at the halfway recovery point was a mistake.

Inflation Sets The Stage For Annuity Prime Time

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Why annuities are a particularly attractive solution at a time of high inflation and market volatility.

Lowly T-Bills Are Suddenly Sexy. Yes, Treasury Bills!

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The interest rate on the one-year Treasury bill is an eye-popping 4.1%, up from .07% last year.

Office Markets Are The Real Estate Crash We Need To Worry About

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While a soft landing is still possible for housing and labor, it's going to get ugly for city business districts.

Norman Rockwell's Economy Is Never Coming Back

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Lawmakers are too focused on returning to the days when manufacturing ruled.

Why Investors Are Facing Even More Market Instability

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The Fed and the U.K. government cast a pall on policy making.

The Bear Market Is Back

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The short-term picture is worrisome, but investors can still meet their goals over time.

Inflation Is Best Explained By This Underrated Economic Theory

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The Quantity Theory of Money may be out of fashion, but it is a useful guide to where the U.S. economy may be headed.

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