Special Commentary provides a take on unique global or national events and developments. These events are put into context of our projections and market views to see the practical implications the special event may have on your portfolio, financial markets and the economy.
The burgeoning US national debt has long been a concern.
COVID-19 and social turbulence continue to capture news headlines but 2020 elections are quickly coming into focus with just over 100 days until November 3.
The COVID-19 induced recession has disrupted S&P 500 earnings, prompting some firms to test one of the most sacred contracts between companies and their shareholders—the dividend.
Saudi Arabia attempting a scorched earth strategy to get a production cut.
“In the financial markets, hindsight is forever 20/20, but foresight is legally blind. And thus, for most investors, market timing is a practical and emotional impossibility.” – Benjamin Graham
In this abbreviated holiday version we briefly recap some of the key themes we discussed this year before setting our sights on the year ahead.