Two Minus One Equals Three

For the past several decades, the dominant playbook was globalization and specialization. Companies outsourced components to the lowest-cost producer, often halfway around the world. Supply chains became long, complex, and highly optimized for cost.On paper, it made perfect sense ...  Show more

Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-te ...  Show more

As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?

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Welcome to Thoughts on the Market. I'm Matthew Hornbach, M ...

Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.

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Welcome to Thoughts on the Mark ...

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more

L’État le plus puissant au monde va-t-il faire défaut sur sa dette souveraine ? C’est ce qui pourrait survenir d’ici à quinze jours si les républicains et les démocrates échouent à trouver un compromis sur un nouveau plafond de la dette. Le suspense sur le dépassement - ou non - ...  Show more