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July 18, 2018 | Investment Themes
Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …
July 02, 2018 | Market Commentary
Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
June 05, 2018 | Market Commentary
Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …
May 16, 2018 | Investment Themes
Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …
September 12, 2017 | Market Commentary
With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this post, we explore the economic effects of natural disasters. Natural disasters of this scale are …
November 23, 2015 | Domestic Markets
We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe …
July 23, 2015 | Market Commentary
From June 2014 to April 2015, consumers saved $131.6 billion on consumption of energy goods and services. This begs the question: where have all the savings from lower energy prices gone? There are several possible scenarios, including: Rising prices in other parts of the consumer’s basket of …
June 04, 2015 | Market Commentary
The nose dive in crude oil prices has been a major story across global economies and financial markets during recent quarters. Signs of weaker economic growth, coupled with unexpected incremental supply increases from countries such as Iran and Libya, dealt a crushing blow to the commodity last …
February 27, 2015 | Market Commentary
Three big moves in major financial markets during recent quarters should give investors reason to anticipate heightened volatility going forward, namely significant increases in the value of the U.S. dollar and Swiss franc, as well as a major selloff in crude oil. The dollar, franc, and oil are …
February 17, 2015 | Market Commentary
Life is lived in the last mile. The last mile is a term that originated in the telecommunications, cable, and Internet industries to reflect the final leg of the system connecting the customer. It is thus not a literal mile but a useful metaphor, as the final leg of a distribution network …
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