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Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Market Outlooks
Weekly Macro Update: Who Will Balance the Budgets?
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It’s not today’s problem, but it’s a question investors will start asking more often as the Republican Party confronts its identity crisis.
Market Outlooks
Weekly Macro Update: How Will Europe Tackle the Biggest Question of the Year?
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Besides the rollout of vaccines that will save us from life inside four walls, we will know how governments want to handle the bill of the pandemic.
Investing Ideas
SPACs explained
Frequently asked questions about special purpose acquisition companies.
Market Outlooks
Weekly Macro Update: Seven Crucial Questions This Earnings Season Can Answer
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As investors strain to imagine the post-pandemic normal, a blurry vision is already coming into view.
Market Outlooks
What to do about interest rates in 2021
See how historically low rates impact your wallet now.
Market Outlooks
Chart of the week: Adding fuel to the stock fire
Although the "meme stocks" have been dominating the news with their meteoric rise, don’t forget that the entire US market is at all-time highs.
Market Outlooks
Weekly Macro Update: Groundhog or Canary?
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The recent market gyrations look more like an entertaining sideshow, but it’s worth asking when they might be a signal of something worse.
Market Outlooks
Weekly Macro Update: The Best Way to Get a Car Out of a Ditch
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And how investors should judge the next round of government spending.
Market Outlooks
Weekly Macro Update: An Investment Scorecard for the Biden Administration
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History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?
Market Outlooks
Weekly Macro Update: A Recipe for the Next Financial Crisis
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It may not come soon or deliver the same shock, but the ingredients that triggered so many predecessors are already coming into view.
Market Outlooks
Weekly Macro Update: A Secret Plan for America’s New China Policy
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It’s based on the reviled and maligned Trans-Pacific Partnership, so don’t tell anyone.