Notes on the Economy – Q2 2023 Summary
It would not take much to push the economy into a downturn serious enough to warrant a recession label.
Community Banks Are the Backbone of the Economy. The Little Guys Are Under Pressure.
AMG’s Chairman, Earl Wright, was recently asked to write about the importance of community banks for Barron’s.
Stock Buybacks—Good, Bad or Ugly?
Stock buybacks are just one tool on a workbench that CEOs can use to boost a company’s long-term value, but Sen. Elizabeth Warren and others see them as market-manipulation weapons.
OPEC+ Retakes the Wheel
Surprise oil-production cuts tell investors that Saudi Arabian-led OPEC+ intends to remain in control of oil prices despite global inflation concerns.
Don’t Throw Deep, Ground and Pound
The S&P 500 shows signs of life, but prudent investors will play it safe and stick with bonds and stocks with conservative characteristics for the time being.
Plug in to Electrification Opportunities
Momentum in renewable energy includes rising investment in the natural resources needed to build grids, turbines, and batteries.
Tips for Prospering in This Tricky Era of Uncertainty
Turbulent markets will eventually calm, but will you be ready for what’s next? Check out this wealth-management advice.
Fed Risks Recession When Cleaning Up Sticky Inflation
Inflation is a sticky mess that the Federal Reserve keeps scrubbing away at with interest-rate hikes, even if it means causing a recession.
Notes on the Economy – Q1 2023 Summary
Judging by the economic data, no hare has yet entered the 2023 GDP race; the safest bet is likely on the tortoise.
Chart Your Course Carefully in 2023
Manage your investing expectations in 2023—high single-digit returns might be outstanding in this slowing economy.