Art Howe 2016-05-27T15:21:18-07:00 May 24th, 2016|by Michael Ashley Schulman, Perspectives, The Here and Now|
Summary: No central bank has ever unwound a $4 trillion stimulus program and experience with raising rates from zero percent is limited; therefore, historical statistics on how stock sectors react to a rate rise are of limited use.
Fed rate hike moves […]
Art Howe 2016-05-27T13:57:33-07:00 May 17th, 2016|by Michael Ashley Schulman, Perspectives, The Here and Now|
Some rough notes to help frame an outlook for E&P companies
OIL OVERVIEW
The 2014 downturn in oil prices was caused by oversupply (not lack of demand); thus a correction of supply will improve prices
Art Howe 2016-05-27T13:45:36-07:00 May 16th, 2016|by Michael Ashley Schulman, Perspectives, The Big Picture|
Financial markets and economies bounced in and out of a deep pothole in the first quarter of 2016 and the stomach churning reverberations continue to be felt in some investor stomachs. The underlying strength of the US economy, led by consumer spending, is […]
