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

BY RANDY LOVING, CFA Companies got very creative during the pandemic at using technology – usually a well-designed app – to keep people buying their product whether they were selling chicken wings or used cars.  The last 18 months have … Read More

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 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

As the Moderna and Pfizer vaccines become more available and the adoption rate is on the rise, especially for targeted parties like those over 65 and those medically at risk, some of the pent-up demand for certain goods and services … Read More

We take a look at a trend in earnings estimates – using a Ned Davis Chart as an illustration…    

Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”:    

By HELEN DONAHUE, CFA Rising interest rates have caused volatility in the equity markets recently. The 10-Year Treasury started the year yielding less than 1% and swiftly moved to a recent high of nearly 1.6% the last week of February. … Read More

BY RANDY LOVING, CFA The United States is now administering a little over 1.1 million vaccine doses per day. That’s pretty remarkable given we were only giving out about 450,000 at the beginning of the month. Based on comments about … Read More