The Covid-19 crisis has led to a truly unprecedented environment for the global economy, markets, and society as a whole. With so many variables at play, it’s logical to wonder how a myriad of factors will impact portfolios and investments.
Read More
Financial markets have been breathtakingly strong so far in 2019. In fact, it’s been the best start for the US stock market since 1992, with the S&P 500 posting a 13.1% total return through mid-March. Another impressive stat is that the NASDAQ began the year with nine straight up weeks – a feat not seen since 1964. International stocks, corporate bonds, REITs, and midstream energy assets have also posted remarkable returns.
Read More
In this exclusive Quarterly Webinar, David Hay discusses “the Biggest Bubble Ever”, the economy, the stock market, inflation, the bond market, and energy.
Read More
In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the housing market, credit spreads and US treasuries, small cap stocks, the credit bubble, US corporate profits, global trade war, US stock market, and echoes of October 1987.
Read More
In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the economy (0:08), what could end “Bubblemania” (2:43), the yield curve and credit spreads (13:14), inflation (17:17), the US stock market (21:44), and overseas markets & energy (27:34). We have added timestamps above for reference in case you want to skip to the section, or sections, you care about the most.
Read More
