Tag: Trevor Cummings

Today we will look at recession reality in current times, when, what, and why, and unpack the investment implications of all of it.

Today’s edition is about the state of jobs in America. Investors need a fuller understanding of current realities in American labor.

Private markets are just as much the real economy as public markets and are deep into the capture of human activity.

Today we are going to do a little history lesson to contrast the present with the past with history and logic.

I believe one of the most powerful people in global finance gave me the chance to address a topic that desperately needs to be addressed.

There is a country that is rarely discussed these days and perhaps offers as many economic implications as Russia, Ukraine, and China.

This week our Investment Committee tackles the Russia/Ukraine situation while TBG Partner Trevor Cummings offers his Thoughts On Money.

There is some true connectivity between today's edition and how it interacts with current events.  At the core is the challenge of growth.

Today we look at addressing portfolio distress through asset allocation – what it currently means, what has changed, and why it matters.

We devote this week to Russia/Ukraine. May your investor knowledge and appreciation of global affairs grow as a result.  To that end we work.

Today, I try to point us towards an understanding that will prove helpful in future discussions about inflation, the Fed, and interest rates.

This week, we will see if we can't make more sense of what the risks are and are not around current Fed actions.