Retailers are in the midst of reporting season, and their results indicate a change is consumer spending habits. Click here to read the entire article on Forbes.
(FORBES) (Published Works) Top 5 Takeaways From S&P 500 Q1 Earnings Season
Earnings season highlighted continued growth in the profit cycle, powered by a handful of technology companies. However, signs of consumer stress are beginning to emerge. Click here to read the entire article on Forbes.com.
(FORBES) (Published Works) How Independent Watchmakers Compete With Swiss Titans
Rolex, Patek Philippe, and Audemars Piguet are brands synonymous with elegance, precision, quality and status. However, smaller, independent watchmakers have emerged to fill in the gaps where the household names don’t want to operate. Why are these niche brands growing in significance and reputation, and how do they compete with the giant Swiss juggernauts? Click …
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(FORBES) (Published Works) Chinese Stock Surge Surprises Investors: Too Late To Join The Rally?
Chinese equity markets are surging, causing anxiety for investors who have abandoned the market after years of poor returns. Is it time to get back in? Click here to read the entire article on Forbes.com
(FORBES) Falling Luxury Watch Prices: Time to Buy?
Demand for luxury watches soared during the pandemic as consumers flush with cash and a growing interest in collectibles clamored to buy brand-name timepieces. Now, prices are falling. In my latest Forbes article, I explore some of the recent trends in the watch market and what may arrest the decline in secondary market values.
(FORBES) (Published Works) Berkshire Hathaway’s Record Profits, Market Outlook, And Future Plans
Warren Buffet, the renowned investor and CEO of Berkshire Hathaway, recently released his annual letter to shareholders, providing an insightful overview of the company’s performance and future trajectory. Buffett discussed Berkshire’s record profits, his views on stock-market speculations, and paid tribute to the late Charlie Munger. Please click here to read the entire article on …
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(FORBES) (Published Works) Nvidia Earnings Expected To Deliver Extreme Market Volatility
In a week that includes the publication of FOMC meeting minutes, speeches from seven Fed officials, and the release of PMI data, Nvidia’s earnings announcement may be the most anticipated event of all. Click here to read the entire article on Forbes.
(FORBES) (Published Works) How To Maximize Yield And Take Advantage Of Cheap Mortgage Bonds
Mortgage-backed securities, or MBS, are currently an attractive alternative to Treasuries. The main reason for wide spreads is elevated implied volatility due to their inherent negative convexity. Traditional mortgage ETFs are not the best way to capture a potential tightening in spreads. Large ETFs like MBB and VMBS provide exposure to the entire mortgage market, not just the current coupons with the highest spread.
(FORBES) (Published Works) Why The Fed Dot Plots Differ From Market Pricing Of Monetary Policy
The path for interest rates in 2024 is undoubtedly one of the most significant issues for investors. Virtually everyone agrees the next move is lower, but there is little agreement on when the Fed may begin to ease rates and the cumulative amount it may ease policy. The Fed’s own Summary of Economic Projections, also known as the ‘dot plot,’ indicates rates will be lowered by 0.75% in 2024 from the current 5.25%-5.5% band to 4.5%-4.75%. The financial markets are expecting almost double that. What should investors believe? The Fed or the market?
(FORBES) The End Of The Supply Chain Crisis: A Relief From Inflationary Pressures
Not more than a year ago, all eyes were focused on the disruption in the global supply chain. Ports were backed up, transportation costs were soaring, and there was a shortage of essential consumer goods. These bottlenecks caused massive stress in the economy and skyrocketing inflation. Today, things are very, very different.
