Institutional investors around the world turn to Cornerstone Macro for Economics, Policy, Strategy, Technicals, Energy, and Options research.
Is globalization dead? Nancy Lazar of @csm_research is back with her answer, as well as thoughts on what a U.S. economic recovery could look like in the back half of 2020.
V-Shaped Economic Rebound in Q3 to Usher in More Mature Phase of Globalization
We upgraded Staples $XLP and Utilities $XLU. It’s time to add some defense back into the portfolio after a 42% rebound in stocks and more complicated market outlook in H2/2020. Defense has lagged massively over the past 3 months and now has the cheapest P/E in over a decade.
Join us tomorrow, Tuesday July 7th, @ 9am EDT for this week's "Catching up with Carter" webinar. Institutional investors: please contact email@example.com to register.
Concentration of capital is increasingly extreme. We present 4 alternatives for those neither wanting to chase extended/crowded winners, nor wanting to wallow in laggards, forever hoping that they’ll deliver some alpha.. Institutional Investors email firstname.lastname@example.org for more.
The July 4th weekend, I’m celebrating an All-American innovative capex cycle.
Capex broadens job opportunities and drives down poverty.
#July4th #economy #economics #capex #investment #jobs #poverty #employment