Monthly Focus : May 2019
Trade is back in the headlines again. Many had expected a deal to be inked this past week between the US and China, but instead talks broke down and new retaliatory measures were put in place on both sides. This…
Monthly Focus : March 2019
As conversations around the ‘Green New Deal’ heat up in Congress and the United States becomes a net exporter of oil and liquefied natural gas, this month we examine the current energy profile of the United States and some of the trends…
Monthly Focus : February 2019
An already bad situation in Venezuela is spiraling out of control. Humanitarian aid is being blocked at the border by the regime of socialist dictator Nicolas Maduro and the dire economic situation in the country is leading to calls in…
Stratavest Intel Report – March 2019
It feels like we have settled in to a groove here, and that most of the news has been digested and priced in after a volatile few months. Trade situation improving, still solid earnings, Fed taking a fairly dovish stance,...Stratavest Intel Report – February 2019
Just a few short weeks ago we were talking about “the worst Christmas Eve ever” and a market plunging below the 200 day moving average with little support in sight. A month later, we have the best start to a…
Monthly Focus : January 2019
Amid the longest government shutdown in U.S. history, this month we will examine the historical context and some of the potential economic impacts it may have for the rest of the year. Unless you have somehow managed to avoid any…
Monthly Focus: October 2018
The 2018 midterm elections are two weeks away. This month we look at some of the market and financial implications of the results and some historical context on stock market performance in mid-term years. People like to forecast. Attempting to...
Monthly Focus: September 2018
With much in the news lately about digital media companies, their roles in our society, and the extent to which they should be regulated, this month we examine some of the astounding numbers and trends in digital media. It…