by NovemAdmin | Jan 30, 2023 | commentary
The Markets The vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with inflation. As a result, their employees may not be able to maintain the standards of living they had before inflation...
by nextAdmin1 | Jan 30, 2023 | Investment Assistants
Tim Gerlach Portfolio Manager 202-979-9664 tgerlach@novemgroup.com See Disclosure *** Read Bio
by NovemAdmin | Jan 24, 2023 | commentary
The Markets “It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly,” opined Ed Yardeni via LinkedIn last week. We’ve certainly seen a shift in investors’ preferences during the first few weeks of this year. Despite...
by NovemAdmin | Jan 19, 2023 | commentary
The Markets Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset managers – have strong opinions about what will happen in 2023. Some are bullish....
by NovemAdmin | Jan 10, 2023 | commentary
The Markets It’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022. The unemployment rate dropped to 3.5 percent in December. (It was 3.7 percent in November.) That brought U.S....
