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.

CNBC Squawk Box: Fed has boosted equity markets, nothing else

Kari Firestone was on CNBC’s Squawk Box this morning to talk about how Aureus feels about the economy as we move through 2017. Watch the full video on CNBC’s website

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.com   

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

Boston Globe – From Seattle it came: How Jeff Bezos is taking over the world

Jeff Bezos figured out that the typical connection between company value and EARNINGS was not sacred. He promised innovation with “lowest price” with no or little profit and investors made Read More

HBR: When Was the Last Time You Took On a New Challenge?

This article was originally posted in The Harvard Business Review Each January brings a renewed desire to challenge ourselves and learn something new. But by February the energy starts to Read More

Halftime Report: Keepin’ Up With Kari

Kari was on Halftime Report today to talk about an attractive discount broker that should benefit in a rising interest rate environment. Watch Kari Firestone on Halftime Report  

Investment Perspectives 3Q October 2016

Consumer purchasing is responsible for about two-thirds of the American economy. Whether it is spending on durable goods, such as cars or housing, or on services, such as education and Read More

Investment Perspectives 2Q July 2016

Brexit, a contraction of the words “British exit,” refers to the June 23, 2016 referendum by voters in the United Kingdom to leave the European Union (“EU”). The surprising outcome Read More

Investment Perspectives 1Q April 2016

Over time, corporate profits are the primary driver of the stock market. The observed correlation between stock prices and corporate earnings serves as the basis for a fundamental research-based approach to investing in equities. At Aureus, we use our own internal research and understanding of companies as the primary method of choosing stocks.

Archived Investment Perspectives