Tag: Trevor Cummings

We dive into some of the great economic principles one has to learn if they are to ever learn anything about economics.

There are a number of things we look at today, from the Value/Growth discussion to the impact of debt on the economy to so much ...

This edition is all about this week's meetings with stellar investment professionals, answering questions about the current market cycle.

If practical takeaways are what you are after, you've come to the right place. "Mitigating risk" becomes a huge topic in times like this.

Some bad things happened this week – for those who behaved badly. Nothing terrible happened this week – for those who behaved well.

Today's edition is devoted to this week's SALT Conference in NYC. There are takeaways that are going to make this meaty and substantive.

The basic message I share on this 20th anniversary of 9/11 is more significant in practical terms than prior investment commentaries.

There will be no investor who gets to ignore China. History is being made right before our eyes, and we need to understand it.

With Jerome Powell's Jackson Hole speech, the hype and captivation in financial markets are symbolic of where I feel so much has gone wrong.

This week's edition provides tremendous investment relevance for anyone who never buys a dollar of Chinese stocks, bonds, or currency.

The topic of Structured Credit tees up a far more important discussion about our entire portfolio thinking here at The Bahnsen Group.

We take a deep dive into China with the sole aim of determining where there may and may not be investment opportunities for our clients.