WEEKLY ISSUE: A Company in Transition Can Be an Opportunity When the Time is Right

WEEKLY ISSUE: A Company in Transition Can Be an Opportunity When the Time is Right

Historically September has been one of the worst performing months for the market, and given our concerns about earnings expectations vs. the market’s valuation, the pending normalization of the Fed’s balance sheet and speed of the economy not to mention continued drama in DC and North Korea, we want to dress the investing table properly ahead of entering the last month of the quarter.

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Inflation waning while bonds dispute moves in stocks

Inflation waning while bonds dispute moves in stocks

Wednesday the Federal Reserve, as expected, raised rates, but even more importantly they release an outline of their plans to shrink the Fed’s balance sheet, which you can read here. We must also note that raising rates in a period of falling bond yields and where the 3-month change in core CPI is collapsing is […]

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Cocktail Investing Ep 4: Yellen, South Korea & Plastic Surgery and Mobile Advertising with Digital2Go

Cocktail Investing Ep 4: Yellen, South Korea & Plastic Surgery and Mobile Advertising with Digital2Go

On this week’s episode of Cocktail Investing, we welcome Digital2GO CEO Mike Canevaro, who not only adds his perspective to the economic and Thematic Signals discussion but then gives us a deep dive on Digital2Go and on how mobile is shaking up the advertising industry.

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