Browsing Category
Consumption
41 posts
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
September 13, 2023
Helpless? Recession Risks Abound
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leading indicators continue…
January 23, 2023
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
March 15, 2022
Luxury Goods Sales Have Recovered to Pre-Pandemic Growth: Report
by Frank Holmes, CEO, CIO, U.S. Global Investors Luxury goods sales just went from dip to rip. After…
November 19, 2021
What if Millennials and Baby Boomers are One and the Same?
by Michael Antonelli, Managing Director, Market Strategist, Baird & Company There’s lots of things that drive stock markets.…
September 18, 2021
The Long View: Debt and Demographics
by Doug Peebles and Eric Winograd, AllianceBernstein DOUG PEEBLES I’m very excited to be here actually to discuss…
February 7, 2019
Time To Not Freak Out About Debt Again
by Urban Carmel, The Fat Pitch Summary: Debt is a perennial worry. It's a natural human tendency is to think…
June 13, 2018
SIA Weekly: A Look at Black Friday Retail, and the Energy Rally
by SIACharts.com With Black Friday upon us and Christmas only a month away, this week in the SIA…
November 24, 2017
Just One Look (at the Severe Housing Shortage)
by William Smead, Smead Capital Management Linda Ronstadt set the world on fire with her powerful ballads in…
October 6, 2016
Bill Smead: Just One Look
by William Smead, Smead Capital Management Linda Ronstadt set the world on fire with her powerful ballads…
October 5, 2016
Consumer Staples Breaking Out to New Highs
Consumer Staples Breaking Out to New Highs by Eric Bush, CFA, Gavekal Capital While overall developed market stocks…
June 13, 2016
How to track China’s fast-changing consumer sector
How to track China’s fast-changing consumer sector by Olivia Barbee, Wells Fargo Asset Management Today we have a…
June 8, 2016
Changing the Filter as Oil Prices Bottom
Changing the Filter as Oil Prices Bottom by Rajeev Eyunni, Lily Zheng, Stephen Wei, AllianceBernstein The recent bottoming…
May 6, 2016
Three Big Sectors Hit New Lows for the Year
Three Big Sectors Hit New Lows for the Year by Arthur Hill, CMT, StockCharts.com There are nine sectors…
February 9, 2016
Here's What CEOs Said About the Economy This Week
Here's What CEOs Said About the Economy This Week by Scott Krisiloff, Avondale Asset Management Each week we…
January 10, 2016