Archive by Author

Mid-Quarter Update: The Monetary Policy Pitchfork

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The big three central banks (Federal Reserve, European Central Bank and the Bank of Japan) met this week to review their monetary stance. In this mid-quarter update, we share our analysis, The Monetary Policy Pitchfork. Summary: After a decade of emergency monetary policy, the major central banks are starting to normalize policy. The Federal Reserve […]

“Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets” – or Why Intangibles Matter

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This week, in Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets, Bloomberg detailed how traditional accounting can make a company’s fundamentals “look a lot worse than they are.” In the article, New York University’s Professor Baruch Lev weighs in. “You get numbers which are highly inflated for some companies and are understated for other […]

Geopolitics Update: Trade War, Tariffs & the Coming Tech Implosion

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As the Trump administration’s on-again, off-again trade war with China continues to create uncertainty for investors, we sat down with geopolitical strategist Peter Zeihan to learn more about the tariff program and what it could mean for the US economy. Similarly, we discussed the changing outlook for Silicon Valley technology firms — especially Tesla, Facebook, Twitter […]

Author Q&A: Daniel Pink on the Science of Timing and How Innovative Firms are Employing His Research

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We recently had the opportunity to sit down with author Daniel Pink to discuss his new book, When: The Scientific Secrets of Perfect Timing, now in its 8th week on the New York Times best-seller list. We asked Dan how financial advisors can benefit from the science of timing, whether Dan considers intentionality to be an intangible asset for […]