Not QE?

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Last week the Federal Reserve announced the re-commencement of large scale asset purchases in order to alleviate funding pressures that had been bubbling for several months. Much effort has been made by Fed Chairman Powell and other missionaries to explain why this round of asset purchases, coming in at fully $60bn per month, is not […]

QE or Not QE? Plus, the Innovation at the Core of the GM Strike – The Intangible Investor Podcast, Ep. 2

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On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics. Episode 2: QE or Not QE? Plus, the Innovation at the Core of the GM Strike The Fed is buying government bonds again as of today, a move that was […]

Hard Data Gets Put to the Test

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United States and indeed global economic data have been weak – at least that is the unabated message from the PMI data that were released this week on both manufacturing and services. At this stage everyone knows the survey data, or “soft” data, are weak. The important question now is whether that weakness will spill […]

Value Stocks, Employment Stats and the Future of Exemptive Relief – The Intangible Investor Podcast, Ep. 1

KnowledgeLeadersPodcasts

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics. Episode 1: Value Stocks, Employment Stats & the Future of Exemptive Relief September saw the outperformance of value vs. growth, is this the start of a new trend? Recent labor […]

Confirmation of the Deterioration in Consumer Confidence

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In our mid-quarter update, we highlighted the plunge in the University of Michigan’s consumer confidence indicator, suggesting that “good feelings” among consumers were starting to fade. Often surveys offer a leading glimpse into economic activity. A more confident consumer is more likely to make those big-ticket purchases, like homes and cars, as well as consuming […]

A Deep Dive into Consumer Confidence

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In this mid-quarter special report, we do a deep dive into the University of Michigan survey and discern what it may mean for the vigor of the consumer moving forward, prospects for a recession and consequences for asset allocation. Download the slides here: A Deep Dive into Consumer Confidence.