Two Minus One Equals Three

Today we’re talking about the war in the Persian Gulf, and why a market like Lake Charles, Louisiana could be a real beneficiary, even if the war were to end today.The Strait of Hormuz is one of the most important energy chokepoints in the world. A meaningful share of global oil ...  Show more

On today show, we are talking about performing even the most basic of due diligence when it comes to potential suppliers, customers, tenants, lenders, brokers.It is sad to say, but there are large ecosystems of fraudulent players out there. Due diligence is both an art and a scie ...  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