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Marc Fandetti, CFA

Quarterly Earnings: Sign vs. Noise, Price vs. Profit

With the White Home downplaying the worth of quarterly reporting for firms, buyers face a well-known query: does the price of...

Tariffs, Inflation, and Returns: How Investments Reply to Provide Shocks

Tariffs have reclaimed the financial highlight. However with their timing and magnitude unsure, buyers are on edge. An interesting historical past...

Did Actual Property Present an Inflation Hedge When Buyers Wanted it Most?

. We personal actual property for his or her diversification advantages usually, and for his or her inflation-hedging properties particularly. Actual property’ first...

When Tariffs Hit: Shares, Bonds, and Volatility

It’s been solely a bit greater than a month because the US Presidential election, and already analysts’ heads are spinning over...

Small Caps, Giant Caps, and Curiosity Charges

It’s typically claimed that small-cap shares are extra interest-rate delicate than their large-cap counterparts due to their reliance on outdoors financing....

Gold and Inflation: An Unstable Relationship

Does gold hedge inflation? On common the reply is no, empirically talking. However gold’s relationship with inflation is difficult, making any blanket assertion about...

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