Insights
Everything we've published on Investment Oversight.
Stocks enjoy another banner week amid elevated risks. Second-quarter earnings data was destined to be catastrophic. However, corporate earnings have been…
4 min read · September 3, 2020
For many of us, this is the time of year when disaster preparedness moves to the forefront. An active Atlantic hurricane season, wildfire season moving…
4 min read · August 5, 2020
Over the last few weeks, the European Union’s massive fiscal plan and expectations of additional stimulus in the U.S. seems to be effective in raising…
3 min read · July 28, 2020
We live in unprecedented times, as the social, political, and financial fallout from the COVID-19 coronavirus pandemic continues to evolve. The 2nd, 3rd…
4 min read · May 12, 2020
In early March, consensus expectations for 2020 global GDP growth were +3%. Now they are -3%. That is a 6% swing in one month – unprecedented. You have…
6 min read · April 27, 2020
We’ve addressed the evolving situation around coronavirus/COVID-19 in both our podcast and a previous blog. However, given the ongoing effects that…
3 min read · March 11, 2020
We live in a society where we are taught to crave and savor information. The problem is we are bombarded with too much information. While many of us try…
2 min read · February 10, 2020
Humans are not very good at making healthy long-term decisions. Our natural tendency to focus on what benefits us right now . This includes making poor…
3 min read · January 30, 2020
The U.S. economy generated an impressive 266,000 jobs in November , in part reflecting the return to work of formerly striking GM employees. The Labor…
3 min read · December 13, 2019
One of the first lessons we learn as human beings is that every choice has a consequence. One of those consequences is that each decision we make both…
3 min read · November 12, 2019
The U.S. stock market, which is trading at all-time highs, tends to rise when there is no overhead resistance and economic indicators point to strength…
2 min read · November 4, 2019
Building wealth doesn’t have to mean sacrificing happiness and pleasure now for a better life in the distant future. You’ve read all of the financial…
2 min read · October 24, 2019
History has a way or repeating itself, which leads us to believe that another recession is almost a certainty. It’s not so much a question of if, but…
4 min read · October 1, 2019
Economic trends in China give plenty of reasons to appreciate the intensity of trade negotiations with the worlds 2nd largest economy. Watching as…
2 min read · September 25, 2019
Housing prices continue to cool, but we look for the housing industry and the consumer to continue supporting GDP growth as manufacturing and export…
1 min read · September 17, 2019
2Q GDP GROWTH RATE LOWERED TO 2.0% The Commerce Department lowered its estimate of 2Q 19′ GDP growth rate to 2.0% from 2.1%. The results, which were in…
5 min read · September 12, 2019
July was a positive month for the S&P 500, rising 1.3% while the core bond ETF (AGG) increased only 0.2%. Looking beyond the United States, stocks and…
2 min read · August 8, 2019
