A massive short-covering rally in risk assets caught many people by surprise, but it might be too early to break out the champagne.
Risk asset volatility is back, presenting both opportunities and threats to investors.
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 …
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.
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.
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.
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.
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.
House Democrats proposed sweeping changes to retirement accounts on Monday as part of a restructuring of the tax code designed to target the wealthy. Average investors are caught in the crosshairs.
Rich valuations, desire for liquidity, and fear of volatility are all reasons why investors sometimes want dry powder. But how can we quantify the cost of sitting on excess cash?