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.
(Media Engagements) (PODCASTS) Roy Green Podcast — Supply Chain Chaos
The supply chain chaos is here to stay. Some industry experts do not expect a return to normal until 2023. I had the pleasure of joining Roy Green on his podcast last weekend to discuss the latest on logistics. A link to the podcast is below. https://omny.fm/shows/roy-green-show/todays-podcast-october-23rd-features-garth-friesen If you would rather just read what we …
(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.
(ARIRANG) (Media Engagements) Global Insight TV Appearance
I had the pleasure of appearing on Global Insights on Korea’s Arirang TV last Sunday to discuss issues relating to the global supply chain. You can see the interview here.
(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.
