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Updated on March 21, 2017
As Mohamed A. El-Erian writes in the article linked below, domestic debt and equity markets reacted quite dramatically to the Trump economic platform, with interest rates spiking across maturities and equity markets rallying in the two months following …
Category: Market Commentary
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Posted on December 29, 2017
TAX CUTS AND JOBS ACT: Winners, Losers, and Investment Strategies
by pete.shannon@ebis.biz
The Tax Cuts and Jobs Act (TCJA) is a 500+ page piece of legislation passed by both houses of Congress and signed into law on Friday, December 22, 2017, with most of its provisions affecting taxes in 2018 …
Category: Market Commentary, Tax Planning Tags: Debt Refinancing, Domestic Equity, Duration, High-yield Debt, Home Prices, Inflation, REIT, Roth IRA, TCJA
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Updated on July 21, 2017
Volvo All Electric? Not The Only Presage For The Oil Industry…
by pete.shannon@ebis.biz
Volvo Group recently announced its strategy to produce nothing but hybrid and all-electric vehicles within two years (Volvo All Electric or Hybrid), becoming the first major automaker to eschew the internal combustion engine. While this development might not …
Category: Market Commentary, Security Selection, Stock Picking Tags: Carbon Regulation, Commodities, Fossil Fuels, Global Warming, Oil & Gas, Renewable Energy
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Updated on May 23, 2017
The Privileged Population of Technology & the Downturn of Manufacturing: What it Means for P2P Lending
by pete.shannon@ebis.biz
Many new investable asset classes have emerged in the FinTech revolution, the most prominent of which might be peer-to-peer (P2P) lending, which allows retail investors to lend money directly to other individuals. The yields are very attractive, ranging …
Category: Market Commentary, Modern Portfolio Theory, Sociofinance Tags: Economics, P2P, Retail Credit
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Updated on May 8, 2017
The Irony of Amazon
by pete.shannon@ebis.biz
Amazon.com may well be the most innovative, best-run company on the planet. Their ability to anticipate technology and execute a strategic vision evokes the Jobs-era lineage of Apple: the first online bookstore; the largest online retailer; an electronics …
Category: Market Commentary, Modern Portfolio Theory, Security Selection Tags: Stocks
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Updated on March 21, 2017
Are we all just too giddy?
by pete.shannon@ebis.biz
As Mohamed A. El-Erian writes in the article linked below, domestic debt and equity markets reacted quite dramatically to the Trump economic platform, with interest rates spiking across maturities and equity markets rallying in the two months following …
Category: Market Commentary Tags: Economics, Politics
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