The Future Promise Of Value Versus The Allure Of Growth

Today’s economy is not backed by organic growth and strong productivity, but rather debt and fiscal and monetary schemes. Given the environment, the argument for speculation over reliable earnings growth is befuddling...

  • Sep 23, 2020 11:45 AM

Fundamentals Do Matter... In Europe

“Don’t fight the Fed” may be correct in the United States where the identity between companies and minority shareholders is greater, but of course “Don’t fight the ECB” is completely false for equities...

  • Sep 23, 2020 3:30 AM

Daily Briefing - September 22, 2020

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the ongoing inflation trade. Tony expounds on his bullish…
  • Sep 22, 2020 6:10 PM