Water Cooler Wisdom: Second Quarter 2016
By Mack Bekeza Is the U.S the only place for long term returns? Although the United States has experienced one of the best bull markets in terms of duration and returns, investors have been wondering what is next. This past year has not been as invigorating as the prior few years and, on top of […]
Water Cooler Wisdom: Fourth Quarter 2015
“What, if anything, can the rest of the world do to mitigate the volatile China impact?” – Anonymous client Great question…and unfortunately, I don’t know the answer. Free trade is a basic American principle than underpins our capitalist system (my editor removed “mostly capitalist”). Of course, we all know that free trade isn’t truly “free” […]
Water Cooler Wisdom – First Quarter 2015
Most of the significant economic elements from the end of 2014 carried into the first quarter of 2015, including the abnormally low price of oil, a strong U.S. dollar, and the ongoing financial experiment of the Federal Reserve. The European Central Bank’s decision to implement a negative deposit rate (-0.10%) last June has become kitchen […]
Water Cooler Wisdom: Fourth Quarter 2014
Major events at the close of 2014, specifically the fourth quarter of 2014, included: the abnormally low prices of oil; the unique position of the Federal Reserve and the US dollar; US Treasury Rates poised (still) to rise; and American manufacturing ramped up to march on ahead of other world leaders, while an embroiled Europe […]
Water Cooler Wisdom
September 30, 2014 Nothing is private anymore: celebrity photos are leaked across the Internet, everyone knows that Ben Bernanke was unable to refinance his mortgage and we can even follow professional football players’ misconduct. This technology, which allows us to follow the economy more closely than ever, shows that our economy is growing. Over the […]
Water Cooler Wisdom
By: Katherine Brown, Research Associate, Castle Rock Investment Company The end of the 2nd quarter of 2014 left the global banking sector bracing from the fallout of a weak quarter. In moments of weak growth, we are reminded of the need to diversify our portfolios. Just as it is important to eat a balanced meal, […]