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Dave Nadig Talks Deglobalization and Labor With Barry Ritholtz and Sam Rines
ETF Trends via Yahoo Finance· 2 years agoEach year I bring a few thoughts back from David Kotok’s annual gathering of economists, investors,...
CUMBERLAND COMMENT: US corporations adjusting as economy slows
Herald-Tribune via Yahoo News· 2 years agoThe second quarter in the American stock market has been one volatile mess. We're going to focus...
Economic benefits to health care sector from COVID pandemic are over | Cumberland Comment
Herald-Tribune via Yahoo Finance· 7 months agoAfter many years of Cumberland’s U.S. Equity ETF portfolios being overweight in the health care...
A change in economic conditions brings about a change in outlook | Cumberland Comment
Herald-Tribune via Yahoo Finance· 6 months ago“When things change, I change” is a shorter version of the famous quote widely attributed to John...
Paris notebook: Future reforms in Macron government will be challenging | Cumberland Comment
Herald-Tribune via Yahoo Finance· 7 months agoBack from a visit to Paris, where I lived for some 26 years while at the OECD, I’ll share some...
Culture wars are irrelevant. Bond ratings need to be fully independent | Cumberland Comment
Herald-Tribune via Yahoo News· 1 year agoMy colleague John Mousseau wrote about what is happening in Florida with a political attack on...
How big banks won the banking crisis
CNN Business via Yahoo Finance· 8 months agoThe collapse of Silicon Valley Bank and the US regional banking crisis that followed earlier this year had major economic and regulatory repercussions...
The debt ceiling standoff may cost us $1 trillion
Yahoo Finance· 9 months agoThe 2023 debt ceiling standoff is over. The consequences are not. It may seem like every debt ceiling showdown follows a standard script, with everything...
Fitch Ratings credit downgrade a punch in the mouth for US government | Cumberland Comment
Herald-Tribune via Yahoo Finance· 9 months agoFitch Ratings downgraded the U.S. government’s credit rating on Aug. 1. Fitch took the rating down...
Stock market outlook: Studying history provides investors perspective | Cumberland Comment
Herald-Tribune via Yahoo News· 1 year agoAs we have written many times, there is a difference between uncertainty and risk. Risk analysis has...