EDTIOR’S NOTE: MONTAG has followed the troubling events in Europe of recent weeks with concern. As an investment firm, it is MONTAG’s responsibility to focus on securities markets, prices, changes in valuation, and other factors during uncertain times. However, that’s … Read More

By HELEN DONAHUE, CFA Much has been made of the labor shortage in the pandemic era. Many economists predicted that unemployment would decrease with the expiration of the extended unemployment benefits. While claims have dropped, it has not been to … Read More

The 18th of October was a big day for semiconductor chips and computing.  Apple (NASDAQ:  AAPL) released its new Mac computer line up that will be based on a chip design licensed from Arm Holdings.  This is the first major … Read More

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

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 introduced the consumer to … 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…