by NovemAdmin | Apr 28, 2021 | commentary
The Markets It wasn’t just the price of pork chops. Last week, as investors weighed the news, strong corporate earnings were offset by higher grocery prices and rising numbers of global coronavirus cases. Solid corporate earnings weighed favorably.So far, 25 percent...
by NovemAdmin | Apr 21, 2021 | commentary
The Markets Where are Treasury bonds going? The direction of bond yields is influenced by investors’ expectations for economic growth, among other factors. When economic growth is expected to weaken, bond yields tend to move lower. When economic growth is expected to...
by NovemAdmin | Apr 12, 2021 | commentary
The Markets Investors didn’t stumble over inflation last week. Why not? Inflation – rising prices of goods and services – can be measured in a variety of ways. For example, the Consumer Price Index considers changes in the amount consumers pay for goods and services –...
by NovemAdmin | Apr 8, 2021 | Reading List
From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught portfolio manager Charlie Ruff’s eye this week: The Slow, Drawn Out Death of Brick & Mortar Retail UBS calling for 80,000 stores to...
by NovemAdmin | Apr 5, 2021 | Reading List
From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Netflix: Focus and execution Grant Williams: THE END GAME EP. 14 – PAUL SINGER Securities offered through American...
