Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

NYT: The Low-Inflation World May Be Sticking Around Longer Than Expected

This article, recently posted in The Upshot section of The New York Times, discusses the worldwide glut of oil, steel, and workers and the implications this glut has on inflation. Read More

CNBC: Charles Schwab

Kari was on CNBC’s The Halftime Report to talk about the prospects of Charles Schwab (SCHW) and why she is long the name. Watch the full video on   

CNBC: Why the mixed signals on GDP growth are ‘driving me crazy’

Kari recently wrote a piece for CNBC about the recent divergence between “soft” data (economic surveys and sentiment indicators) and “hard” data (actual economic data points like jobs numbers and Read More

Archived Investment Perspectives