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View from the EDGE

08 Jan 2020January View From the EDGE Podcast

We begin the year of 2020 summarizing the fourth quarter of 2019 and looking ahead into the new year. The fourth quarter was strong with China trade talks being positive. This helped ease investor fears of an imminent recession&…

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08 Jan 2020January View From the EDGE

With a strong finish to the year, U.S. equities (particularly large-cap growth equities such as the S&P 500 index) remain significantly overvalued. The price-to-sales ratio of the S&P 500 Index has reached its highe…

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07 Dec 2019December 2019 View from the EDGE Podcast

Continued monetary stimulus from the Fed, including $60 billion per
month in balance sheet expansion beginning in October, along with
positive investor psychology have continued to propel equity markets
higher. Currently …

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06 Dec 2019December View From the EDGE

Continued monetary stimulus from the Fed, including $60 billion per
month in balance sheet expansion beginning in October, along with
positive investor psychology have continued to propel equity markets
higher. Currently …

Read More

06 Nov 2019November 2019 View from the EDGE

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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