Monthly Archives: August 2013

The New Modern Global Magnates (MGMs) and Investing

August 30th, 2013|by Michael Ashley Schulman, White Papers|

Demographics and the $10 Billion Family

by Michael Ashley Schulman, CFA,

Managing Director, Senior Portfolio Manager at Hollencrest Capital Management,

 

Note: Variants of this paper were first published in 1) U.C. Irvine’s, The Paul Merage School of Business, Center for Investment and Wealth Management, Wealth Management Frontier investment journal, June 2013, http://merage.uci.edu/journal/ciwm/july-2013/new-modern.html, […]

The Fed postponed the tapering of its QE program

August 30th, 2013|by Michael Ashley Schulman, Perspectives, The Big Picture|

The Fed postponed the tapering of its quantitative easing (QE) program because of lackluster economic growth and lingering doubts about the sustainability of lower unemployment. Fed purchases of mortgages and Treasuries remain at $85 billion per month. A token taper of $5 to $10 billion is possible in December, but don’t expect serious adjustments till […]