by NovemAdmin | Jul 26, 2021 | commentary
The Markets Shortest ever. Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the recession that occurred in 2020. Economic activity peaked in February 2020 and bottomed in April 2020. That makes the pandemic recession...
by NovemAdmin | Jul 19, 2021 | commentary
The Markets The term “peak growth” has become almost as popular as the comedy show Ted Lasso. Peak growth is a catchphrase with the potential to mislead. When the term is applied to the U.S. economy, it does not mean the United States economy has reached the pinnacle...
by NovemAdmin | Jul 19, 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: Bill Miller’s 2Q Letter Bill Miller 2Q 2021 Market Letter A legendary investor who has shown an ability to own...
by NovemAdmin | Jul 12, 2021 | commentary
The Markets There was a gapers’ block in financial markets last week as equity investors slowed to see what the United States Treasury bond market was up to. U.S. Treasury bonds rallied last week. Yields on 10-year Treasuries dropped from 1.43 percent at the start of...
by NovemAdmin | Jul 9, 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: The Bear Case https://www.project-syndicate.org/commentary/stagflation-debt-crisis-2020s-by-nouriel-roubini-2021-06 The...
