Chart of the Week: Politics and Portfolios—a Mismatch November 14, 2022 Economy and the Markets Chart of the Week, corporate earnings, Jeff DeMaso, politics, washington politics As much as politics and policy matter, election results make for poor inputs into your investment decision-making process.Read Morekeyboard_arrow_right
Will Washington Policies Trigger a Recession? November 2, 2021 Investing infrastructure, washington politics, webinar The wrangling on Capitol Hill over a massive infrastructure package at a time of high inflation has some of the commentariat fretting about the economic impact of trillions of dollars in federal spending. Here’s what Chief Investment Officer Jim Lowell said in our recent webinar, Booster Shots, Market Shocks … Listen Nowkeyboard_arrow_right
The Effect of a Minimum Wage Increase February 8, 2021 Economy and the Markets corporate earnings, economy, washington politics With the Biden administration lobbying for a minimum wage increase to $15 an hour, how would consumer spending and the economy be affected if the policy passes Congress? Chief Investment Officer Jim Lowell gives his perspective in our recent webinar,* A Tale of Two Recoveries: Will Main Street … Read Morekeyboard_arrow_right
How Would Impeachment Affect Our Investment Strategy? November 19, 2019 Economy and the Markets economy, stock market, washington politics Thankfully, there’s very little historic data about how markets have performed during past impeachment processes. Chief Investment Officer Jim Lowell discussed his approach to investing in the event of impeachment and whether it will boost a non-traditional candidate in 2020 in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. … Read Morekeyboard_arrow_right