Technology shares staged a huge rebound last week. The next round of earnings releases may determine whether the gains will hold. Click here to read the entire story on Forbes.
(BLOG) (Published Works) Mid-Year Outlook: Opportunities for 2H 2022
Most investors would like to forget the first half of 2022. But the correction in both risk and safe-haven assets has opened up some great forward-looking return opportunities.
(BLOG) (Published Works) It’s no time to turtle! There are still moves to make in this dislocated market.
There are still actions you can take to take advantage of the market dislocations, even if you are fully invested.
(FORBES) Forward Prices In Commodity And Bond Markets Consistent With Rapid Slowdown In CPI
Forward markets predict a rapid decline in energy prices and inflation, which is good news for the economy and asset prices. The bad news is that such a decline will likely come at the expense of global growth. Click here to read the entire post on Forbes
(BLOG) (Published Works) Relief Rally in Risk Assets: Will it Hold?
A massive short-covering rally in risk assets caught many people by surprise, but it might be too early to break out the champagne.
(BLOG) Threats and Opportunities in Global Markets
Risk asset volatility is back, presenting both opportunities and threats to investors.
(BLOG) (Published Works) What Really is Behind the Logjam at the Ports
Most people know by now that there is a major traffic jam at the ports of Los Angeles and Long Beach. But Ryan Petersen, CEO of Flexport, reveals the true bottleneck.
(FORBES) (Published Works) U.S. Retailers Deploy Creative Tactics In Battle To Win Global Supply Chain War
With the critical holiday shopping season rapidly approaching, retailers are scrambling to get products on their shelves due to the ongoing chaos along global supply chains. U.S. importers are getting creative, deploying new tactics to keep merchandise moving.
(FORBES) (Published Works) Logistics Study Reveals Three Potential Cures To Global Supply Chain Problems
NTT Data’s annual study on the current state of the global supply chain offers clues into how the logistics industry is managing through the worst crisis in decades.
(FORBES) (Published Works) Supply Chain Chaos Spreads To Inland Waterways
The inland waterways system plays a vital role in trade and is a critical component in the U.S. supply chain. Similar to other parts of the supply chain, signs of stress are emerging.
