Dividends and Interest Will Be Changing
May 20, 2020 - John Osbon ( 8 mins to read)
The testimony of Fed chairman Jerome Powell and Treasury Secretary Steve Mnuchin on Tuesday have put the two primary supporters of the US economy in the spotlight again. Both said versions of positive phrases like, ‘whatever it takes, more stimulus, and back to work’. Markets anticipated the statements and reacted positively all week. Part of that rally can also be attributed to progress on the...READ MORE ›
What Has Changed and What Remains The Same?
May 13, 2020 - Max Osbon ( 6 mins to read)
Investors everywhere today are seeking answers to the same question: In a complex and uncertain world, where can we find reliable investment returns with reasonable protection from risk? With COVID reshuffling the cards, some clear investment patterns are emerging. Prices tell us what we need to know Prices of high quality businesses have increased significantly from the March lows. The best ...READ MORE ›
Stability and Then Instability Via Fed Actions