A Hard Look At A Soft Landing

 December 15, 2023 |Michael Capobianco
Recession or soft landing? That’s the big question. Advocates for both scenarios have evidence they think they can hang their hat on, but the debate won’t be settled for months. Today we’ll explore how to position portfolios and what types of stocks investors...
Read more

Looking At Government Debt The Correct Way

 December 08, 2023 |Michael Capobianco
As you have seen, I have been writing extensively about the prospectivity of Fixed Income for some time. Today I’ll provide further evidence to support this view. While the U.S. is facing a mountain of debt. the sky is not falling, despite media proclamations...
Read more

The Stage Is Set For 2024

 December 01, 2023 |Michael Capobianco
As we approach the end of 2023, let’s take stock of the key developments that have defined the year so far, as well as potential risks investors should monitor heading into 2024. The Positive Side Of The Ledger Despite gloomy projections heading into...
Read more