CIO Vantage Point

 

CIO Vantage Point
April 24, 2013 Posted by

The energy revolution today is centered on fracking - a method that mines gas from shale.  But another interesting development in the energy sector is occurring: we are trying to use less.

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CIO Vantage Point
April 19, 2013 Posted by

Multi-family boom, IMF bust, a French pause, and Chinese growth.

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CIO Vantage Point
April 17, 2013 Posted by

U.S. economic stability that began forming in 2012 continued into the first quarter and in some areas true signs of growth are emerging. 

Is the economy finally ready to get off the starting line?

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CIO Vantage Point
April 02, 2013 Posted by
The job of the equity manager involves balancing both macro and micro issues when making investment decisions; first, the decision whether to invest and second the decision where to invest.
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CIO Vantage Point
March 22, 2013 Posted by
The danger of Cyprus, FOMC keeps grooving, and the government sues banks again.
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CIO Vantage Point
March 18, 2013 Posted by
There is more than one way to recapitalize a banking system.  Cyprus is choosing a unique tax.
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CIO Vantage Point
March 15, 2013 Posted by
Dow record, job turnover, shopping mall madness, and Washington stasis. 
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CIO Vantage Point
March 14, 2013 Posted by
There are three phases to the economic cycle: growth, recession, and recovery. The U.S. is no longer recovering – the recovery is already here and gone!
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CIO Vantage Point
March 08, 2013 Posted by
Weathered jobs, Dow peak breaks, and anecdotal support.
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CIO Vantage Point
March 06, 2013 Posted by
It's no wonder we don't worry about the same things as Washington.  After all, there are many differences between us and them.
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