Reading List for April 9, 2021

Reading List for April 9, 2021

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...
Reading List for April 2, 2021

Reading List for April 2, 2021

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...
Weekly Market Commentary for April 5, 2021

Weekly Market Commentary for April 5, 2021

The Markets Zoom, zoom, zoom. Big economies tend to recover from recessions about as quickly as semi-trucks accelerate from stop lights. In other words, recovery tends to be slow. That may not be the case this time. “Everything in this economic cycle is happening at...
Weekly Market Commentary for March 28, 2021

Weekly Market Commentary for March 28, 2021

The Markets Last week, unemployment claims were looking good and consumers were feeling good. The number of Americans applying for first-time unemployment benefits declined. Just 684,000 people filed claims during the week of March 20, down 97,000 from the week...
Weekly Market Commentary for March 21, 2021

Weekly Market Commentary for March 21, 2021

The Markets What are professional asset managers thinking? Bank of America recently published the results of its March global asset managers’ survey, which polls 220 professional investors responsible for about $630 billion in assets, reported Julia La Roche of Yahoo!...