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06 Nov 2019November 2019 View from the EDGE Podcast

Additional monetary stimulus from the Fed combined with accommodative monetary policies from both Europe and Japan provide the potential catalyst for risk assets to appreciate further and the global economy to begin to stab…

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07 Oct 2019October 2019 View from the EDGE Podcast

Despite the recent lowering of short-term interest rates by the Fed, our model research continues to indicate that U.S. equities remain significantly overvalued. As we head into the fourth quarter, we are maintaining reduce…

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09 Sep 2019September 2019 View from the EDGE – Podcast

August turned out to be a month which would not fall under the heading of summer doldrums.  It was a difficult month for global equities, including the S&P 500 index which declined by over 2.75%.  Also, the bond ma…

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09 Aug 2019August 2019 View from the EDGE – Podcast

With volatility returning to the markets, listen to our latest Podcast for Fritz Folts and Eric Biegeleisen’s views on the global capital markets. Subscribe to the Podcast to receive monthly updates.

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02 Jul 2019July 2019 – View from the EDGE Podcast

Our model research continues to indicate that U.S. equities remain overvalued while Emerging Market equities remain somewhat undervalued …

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