by RMCM | Jul 26, 2023 | Newsletters
Apropos of a stock market that has become fascinated with the potential of artificial intelligence (AI), Paul McCartney announced last month that the Beatles had come together one last time—through the miracle of AI—to record “the final Beatles record.” While we will...
by RMCM | Feb 23, 2023 | Newsletters
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of recession in Europe and increasing odds that there...
by RMCM | Oct 18, 2022 | Newsletters
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe and increasing odds that...
by Chat Reynders | Apr 16, 2019 | Commentary, Newsletters
Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised tax cuts and reduced...
by RMCM | Aug 28, 2018 | Commentary
Photo by ciboulette from Pexels Infrastructure: it is one of the incremental keys to economic development and growth. At its most basic, infrastructure means connectivity – roads, rail, ports, and telecommunications open doors to commerce and ultimately allow...
