Economic Report Steven I. Dym Analytical Capital May 2019 Trade wars, the economy and stock prices BACKGROUND Let’s begin with a quick assessment of the investment environment: The unemployment rate, 3.6%, is at a 49-year(!) Read more…
ECONOMIC/MARKET REPORT STEVEN I. DYM ANALYTICAL CAPITAL November 3, 2018 There’s nothing like a bout of market volatility to start reviewing your assumptions. Is exposure to equities a wise idea at this point? Well, corporate Read more…
ECONOMIC/MARKET REPORT ANALYTICAL CAPITAL October 15 2018 Once again the market has shocked us out of our slumber. We are reminded that equity prices don’t move in one direction and, therefore, that returns are Read more…
ECONOMIC/MARKET REPORT ANALYTICAL CAPITAL June 8 2018 ECONOMICS VS. POLITICS Are U.S. economics all good for equities? Are politics all bad? Not exactly, but to a significant extent. A potential trade war with China. The Read more…
ECONOMIC/MARKET REPORT ANALYTICAL CAPITAL JUNE 18 2017 Remember the old Chines “curse:” “May you live in interesting times?” Well, we are living in interesting economic times. And depending on how your investments are positioned, Read more…