Archive for November, 2020

Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets

November 6, 2020

This page is here for technical reasons. Please click here for the episode page.

LEADING STRATEGIST JASON TRENNERT IDENTIFIES THE POWERFUL, LONG-TERM MACRO TRENDS DRIVING THE MARKETS

November 6, 2020

What a week! The widely predicted blue wave of Democrats sweeping into the White House, taking over the Senate majority, and increasing their dominance in Congress has failed to materialize.

As far as the stock market is concerned, a divided government is a plus because not a lot will change in the way of tax policy and regulations.

Investor optimism is not shared by Federal Reserve officials who expressed ongoing concern about the economy and the recent uptick in COVID-19 cases Continue Reading »

TRENNERT – PANDEMIC PORTFOLIO CHANGES

November 6, 2020

PANDEMIC PORTFOLIO CHANGES

Strategas Chief Investment Strategist Jason Trennert shares the changes he has made in his personal portfolio during the pandemic. Continue Reading »

GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

November 6, 2020

GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS

  • WHAT PANDEMIC CHANGES CAN YOU APPLY TO YOUR LIFESTYLE?
  • WHICH ACTIVITIES REALLY MATTERED, WHICH DIDN’T?
  • WHICH EXPENDITURES WERE CRITICAL, WHICH WERE SECONDARY?

Watch the related WEALTHTRACK episode.

Back to Top