This WSJ article highlights the acceleration in U.S. bank lending, which had curiously slowed the last couple of years despite solid economic fundamentals. Reasons for the deceleration included political uncertainty leading up to and after the Presidential election, as well as uncertainty regarding healthcare and tax reform. Now with some more clarity around these issues companies are borrowing at a greater rate, a likely positive for economic growth. However, global trade tensions could slow this loan growth just as it is picking up again.
It’s time for courts to weigh in on the issue of drug pricing. As an investor, we want drug companies to earn a strong return on their investment – but using the “value of a life” thesis to justify price is too arbitrary as that might be infinite.
This Economist article discusses the outsized contribution of a handful of stocks to the overall market’s return.
Finally, after years of unrequited anticipation, we are seeing some reasonable wage growth. Here is Kari’s newest piece – click here to read the full piece on CNBC.com
In this article The Economist details how the U.S. tech giants are making life difficult for start-ups.
A few members of the Aureus team attended the third annual Garden Soiree to kick off their Hidden Gardens tour at King’s Chapel Garden.
Read more about the Beacon Hill Garden Club
Kari guest hosted Squawk Box recently to break down Aureus’ outlook on the markets and the health of the U.S. economy.
This article points out what we’ve observed, that U.S. corporations are experiencing very strong earnings and revenue growth but the stock market, which worries and predicts the future, is skeptical that this won’t last. The tug of war is likely to continue through 2018, but the bulls have the latest upper hand.
If Facebook or Google test us – give us access to you or you can’t use our sites – what will happen and when will governments step in?
Kari joins the Halftime traders as they give their top stocks to watch for the second half and discuss the most recent rally in Energy.
Watch the first video on CNBC.com
Watch the second video on CNBC.com
