Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
Time and coincidence often cloud our own perception. Consider interest rates. Most Baby Boomers and Generation Xers became adults (21 or older) between 1965 and 2005. During that period, these adults witnessed an aberration in the history of interest rates—monumental highs (20%) and levels consistently above historical norms.
As long-duration common stock owners and investors, we focus on our bottoms-up stock picking and seek to analyze the micro-economics of each industry involved. However, the importance of oil prices to the economy of the U.S. and its effect on inflation helps determine the intrinsic value of our companies. While we currently own no energy companies in our portfolio, we would like to pause and see what the rhymes of history can tell us about the circumstances of today.
Amgen Posts Profit That Tops Estimates, Raises Guidance By Caroline Chen & Doni Bloomfield For more information go to www.bloomberg.com. Stock’s Mentioned: AMGN The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is
Top U.S. drugmakers ride new products to strong results By Bill Berkrot and Ransdell Pierson For more information go to www.reuters.com. Stocks mentioned: None The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
What will make the Fed move to hike rates? Squawk Box Europe hosted by Geoff Cutmore & Karen Tso Video Embed Size: 530 X 298 640 X 360 For more information go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions,
One of the great investing books of the last 40 years was David Dreman’s, Contrarian Investment Strategy. He started it by telling of a hypothetical gaming casino with two separate, but adjoining, rooms: the red room and the green room. The red room was packed with people and excitement and almost every day someone hit a huge jackpot setting the building on fire with electricity. Every seat was packed, others waited their turn to play and the anticipation was palpable. Yet most of the players left the casino each night without their money, because the odds were stacked heavily in the house’s favor.
Booming economy would kill bull market Closing Bell hosted Becky Quick and Joe Kernen For the full story, go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
When meeting with clients throughout the country, investors ask if we are worried about various well-vetted and well-known negatives. The list includes what the Federal Reserve Board might or might not do, China’s slowdown, emerging market struggles, plummeting commodities, dollar strength and the uncertainty over who will become President of the U.S. in 2017. We think investors are really asking us, “what’s the market’s biggest risk?”
Yellen’s speech means 2015 hike is back on the table Hosted by Martin Soong and Oriel Morrison For more information go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Amgen looks spectacular Hosted by Kelly Evans. For more information go to www.cnbc.com. Stocks mentioned: AXP, BAC, AMGN The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of
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