Fear the Zombies Part II
We wrote about zombie companies a year ago – companies that survived the COVID-19 lockdown, but that are not profitable enough to service debt and invest for the future...
We wrote about zombie companies a year ago – companies that survived the COVID-19 lockdown, but that are not profitable enough to service debt and invest for the future...
Are allocators over-exposed to duration? We believe the answer for most is a resounding “Yes” – both in equity and fixed income exposure. Here’s the deal; we have been...
Supply chain issues have been talked about ad nauseam. The Fed points to it as a reason we have inflation today, which is partially/largely true – at least in the near...
One of the common misconceptions about ETFs is that the daily volume of shares traded is the same as the liquidity of the ETF itself. The reality is, there is very...
The October Consumer Price Index (CPI) data for October was red-hot and notably greater than what was forecasted by the Federal Reserve. While the concern for higher...