I am the Chief Investment Officer of The Glenview Trust Company, which provides investment management along with estate and financial planning to wealthy families. I often appear on U.S. and international television and have been featured on ABC, Bloomberg, Bloomberg Asia, CNBC,
Powell Provides Rocket Fuel For Markets
Stocks rose as the Fed is likely to be more sensitive to economic softness than inflation. Odds of recession have fallen as the hurdle for Fed rate cuts is now lower.
Inflation Readings Complicate Rate Cut Timing For Markets
Markets fell due to higher inflation. While the Fed meeting outcome is set, new forecasts and Chair Powell's comments will be parsed for clues to the timing of rate cuts.
Does The Jobs Report Signal Recession And A June Fed Rate Cut?
A jobs report bolstered the case for a soft landing and a June Fed rate cut but inches toward triggering a recession warning. CPI and retail sales will be watched.
Three Timeless Investment Lessons From Warren Buffett’s Annual Letter
Warren Buffett’s annual letter always contain tremendous insights. One lesson involves his investment in utilities and has echoes to the Berkshire Hathaway’s founding.
Takeaways From Berkshire Hathaway’s 2023 Earnings And Buffett’s Letter
Despite challenges, Berkshire’s profits illustrate the value of its business mix. The annual meeting could be more critical than usual. Buffett bought a mystery stock.