Archive for November, 2020
Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets
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LEADING STRATEGIST JASON TRENNERT IDENTIFIES THE POWERFUL, LONG-TERM MACRO TRENDS DRIVING THE MARKETS
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
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
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?
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