Market Commentary
3 Reasons 2021 Looks Good for the Banking Sector
The banking sector came through the economic shutdown in good shape—and that bodes well for 2021
Read MoreEarly Inflation Signs, Job Market Strength, U.S. New Businesses Up
Inflation fears as consumer staples prices set to rise, job market stronger than most think, business start-ups rise
Read MoreMitch’s Thoughts on the Record U.S. Deficit
A look at the potential impact of the U.S. budget deficit and debt levels that are well over 100% of GDP
Read MoreInflation Worries May be Overstated
The potential for rising inflation is real, but media narratives may be exaggerating its impact on the market and economy
Read MoreChina’s Magnet Monopoly, Banks Look Strong in 2021, World Chip Shortage
Semiconductor shortage hits auto makers, rising yield curve favors banks, West challenges Chinese on magnets
Read MoreThe Perils of ‘Get Rich Quick’ Investment Ideas
Unproven investment classes like SPACs and crypto are luring investors, but carry extreme risks
Read MoreGlobal Economy Set to Surge, Corporate Tax Issues, the Economic “New Normal”
IMF estimates record 2021 growth, the impact of higher corporate taxes, the services sector springs to life
Read MoreHow Will the Proposed Corporate Tax Hike Affect Markets?
The proposed infrastructure bill could mean higher corporate taxes—Mitch says let’s wait and see what actually passes
Read MoreBoomers Leaving Workforce, Suez Ship Freed, Inflation Pressures Rise
Suez story highlights supply chain issues, retiring boomers create ‘double whammy’, price pressures could spark inflation
Read More3 Lessons From the 2020 Bear Market
On the one-year anniversary of the end of the Covid-19 bear market, we highlight some key takeaways
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