5-Minute Huddle: Roses (Blog)

November 25, 2019

In this week’s blog from Justin Pawl, CFA, CAIA:

· He Said-Xi Said, update. Some progress, but the recent bill passed by Congress may complicate the matter.
· Roses. Unconventional monetary policy measures are difficult for Central Banks to give up.
· Eco Data Update. Survey data in Europe is improving, and so is the US housing market.

An Inside Look At Running Your Own Business (Audio Podcast)

November 23, 2019

On this week’s show, Karl interviews Lisa Fullerton, President & CEO of A Novel Idea, LLC.  They discuss how Lisa has managed to run a successful business for almost 20 years and how she balances her work life and her personal life.

China Needs A Deal Now (Radio Interview)

November 18, 2019

On this morning’s Trey Ware Show, Karl & Trey discussed the new highs in the stock market and why China needs a trade deal more than the U.S.

Your Brain on Money – Hindsight, the “Knew-It-All-Along” Bias (Text)

November 18, 2019

by Justin Pawl, CFA, CAIA

The results of an election. The 9th inning home run to win the game. The stock a friend told you was a sure thing falling by 50%. Each time is different, but in situations like these in our lives, most people hear themselves saying, “I knew it all along.”

5-Minute Huddle: Markets Up, Data Down (Blog)

November 18, 2019

By Justin Pawl, CFA, CAIA

Inside this week’s edition:
· Shipping Sinks. Declining cargo volume at two U.S. ports reflect impact of trade war.
· Credit Cracks. Recent losses in CLOs, a harbinger for high yield investments?
· Bright Note. Global growth bottoming?

What Is The Dow Jones? (Television Interview)

November 17, 2019

Often quoted, but often misunderstood, the Dow Jones has been around over 100 years and is used as a gauge of the health of the overall stock market.  But, is it the best representation?

Be Careful What You Read (Audio Podcast)

November 16, 2019

On this episode, Karl discusses why things aren’t always as good or as bad as they seem. When doing your investment research, use multiple sources.

Also, evidence is mounting that China needs a trade deal more than the U.S.