BY KENT SHAW, CFA YOUR COMPUTER DESKTOP: Less is more We often write about topics central to finance, investing, and the economy but this week we would like to share some random thoughts that might make your life easier. Especially … Read More
By OLGA LEE, CFA The second quarter 2018 season is coming to a close, and so far the overall results have been pretty strong. The S&P 500 companies are set to deliver 8% revenue growth and 25% earnings growth. While … Read More
President Trump is standing firm in a tariff battle with China, having imposed tariffs on imports of steel and aluminum from most countries in the world. Further, he is threatening to pull out of an existing trade agreement with Canada … Read More
WHAT IS A CYCLICAL STOCK? By STEVE WHITTINGTON, CFA Quick, what is the oldest pop song you know? Most people may not realize this, but the 1892 song “Daisy Bell” (most famously covered by Nat King Cole) is actually identified … Read More
By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe that lawyers are largely to blame for the enormous psychological and financial damage caused by the divorce process. That’s not surprising, … Read More
BY THOMAS FRISBIE, CFA In April, the Congressional Budget Office released its “Budget and Economic Outlook”, which included 10-year projections on the size of the federal budget deficit. The report somberly predicted that, following passage of Donald Trump’s tax cuts, the … Read More
BY BEN HARRIS, CFA Much has been written and discussed about US trade wars and tariffs – what might be the impact on our economy (or parts of it) – and how trade wars might impact equity markets. First, let’s … Read More
The question that every investor needs to ask when looking through data or reviewing a company is “am I more bullish or more bearish from having read this?” Over the past few weeks we learned that retail sales continued to … Read More
BY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio managers are people too, and we look forward to spending time with our families like anyone else. Indeed, summer is upon … Read More
By MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian president made some political (and financial) waves by vetoing a finance minister and sparked concern that the country could leave the … Read More