In another of our “A Minute With MONTAG” series, we look at the phenomenon of negative real interest rates – not seen since the 1970’s – and what this might say about investors’ inflation expectations: A real interest … Read More
By Tom Frisbie, Guest Contributor As President Biden shepherds political support for an unprecedented level of government spending on a variety of programs described as “infrastructure” (roughly $4 trillion at the moment), many members of Congress are understandably concerned. National … Read More
In our “A Minute With MONTAG” series, we share recent changes in one of the many metrics we monitor:
In our “A Minute With MONTAG” series, we consider current events in the Real Estate market:
The economy is opening up again, and with the jumpstart in a big demand for goods and services, companies are seeing a surge in business. That’s the good news. Unfortunately, we are now in the midst of a new strain … Read More
In our “A Minute With MONTAG” series, we harken back to Shakespeare’s HAMLET:
In our continuing “A Minute With MONTAG” series, we talk basketball and markets:
In a world that an Economist understands, and appreciates, is where “supply” meets “demand.” Where these two intersect, in said Economist’s world, is perfect harmony for a free market. Which happens to be what the United States is. More specifically, … Read More
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q2 2021