World Cup isn’t the only arena in which top contenders are being humbled. The US is dominating the economic scene right now, and its intimidating stance is leaving other regions diminished. 1. What’s behind the EM currency flight? 2. Is Europe even relevant now? 3. Could trade tensions pop China’s debt bubble? Take a lookContinue reading War Room: US as Bully?
Hanson McClain Advisors (Hanson McClain), a registered investment advisory firm with over $2 billion assets under management, has over 20 years of client-focused investment management and financial planning. Although Hanson McClain successfully built a book of business through its client-centric approach, they struggled with effectively communicating investment risk with their clients. That’s why whenContinue reading Hanson McClain Wins Big with Stress Testing
When it comes to engaging with prospects your brand of service is your unique, competitive advantage. But with changing times technology has become the center of many firms. Using the right software has become increasingly important, and financial softwares like HiddenLevers and Redtail can help amplify your competitive edge to win new business. With HiddenLeversContinue reading Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business
Curious about the ins and outs of it all? Check out the New Fed Hawks War Room above. I. The Skinny: New Fed Hawks – Why Ripe? 2018: New Fed chair, rising volatility, and the flattest yield curve in a decade. The Fed is back in the spotlight as it deals with short-term rates exceedingContinue reading War Room Recap: New Fed Hawks
Lately the FAANG gang (Facebook, Apple, Amazon, Netflix, Google) is feeling the brunt of the market. With public mistrust and regulatory scrutiny threatening their freedom, serious risks loom for the FAANGs. But are these price shocks company-specific or a macro issue? Within HiddenLevers, the Tech Bubble scenario lets us explore how these macro conditions affectContinue reading FAANGs for the Memories
Increasing wages, rising rates, and looming inflation have caused a shakeup in the markets, but investors shouldn’t fret. When should investors panic about inflation and rising rates? At HiddenLevers we analyze a wide range of forward-looking economic scenarios, and many of our users have long been interested in modeling the impact of rising rates. AsContinue reading Wage Inflation – Time to Panic Yet?
Current CAPE levels are at the high end, but rising earnings and 2008 earnings dropping out of CAPE could enable the market to keep rising. The US economy is riding into 2018 on a high. Fueled by low interest rates and low inflation, markets continue to make a historic rise. Unemployment is at its lowestContinue reading Scenario Pulse Check: S&P Valuations