Angels Manning Heaven’s Trading Floors
September 15, 2015
This month, we honor the lives lost on September 11, 2001 by sharing the experience of GIC member Danielle DiMartino Booth.
A Nuanced Tone
September 4, 2015
Last week, many Fed officials gathered at the Kansas City Fed’s Jackson Hole Symposium to give their take on the need to make or delay the initial rate hike. Vice Chairman Stanley Fisher carried the Fed’s central message – it is still too early to decide about a September hike. Before he spoke, several speakers […]
The Economic Outlook at Home
August 27, 2015
Our best outlook through this murky fish tank is that we are growing slowly in the US and gradually improving. We see 2.5 to 3 million new, nonfarm payroll jobs a year at an annual rate. We do not see robust and rising wage pressure or strong inflationary forces. We do have extremely low interest […]
The “Maine” Event
August 24, 2015
GIC Director of Operations Jill Fornito talks about her recent trip to Maine and Camp Kotok.
The Yuan Devaluation: Unexpected but Economically Sensible
August 18, 2015
Bill Witherell of Cumberland Advisors discusses the devaluation of the Yuan.
An Unsettling Equilibrium
August 6, 2015
GIC Chairman Michael Drury takes a look at the global economy today.
Puerto Rico Defaults – Our New Muni Book
August 4, 2015
GIC Board Member David Kotok talks about Puerto Rico's default and his new book, Adventures in Muniland, in advance of his book signing with GIC on August 20 in Philadelphia.
Staying with Japan Equities
July 28, 2015
Bill Witherell of Cumberland Advisors talks about investing in Japan.
“Over the Pass”
July 23, 2015
Jill Fornito provides a follow up to her previous blog on Jackson Hole, WY.
Looking Beyond Greece to Eurozone Equity Opportunities
July 21, 2015
Bill Witherell of Cumberland Advisors talks about the Eurozone, outside of Greece.
The Not So Rosy Jobs Recovery
July 16, 2015
Chief Economist of the NFIB Bill Dunkelberg compares this economic recovery to the 1980s recovery.
Venus and Jupiter
July 14, 2015
CIO of Cumberland Advisors David Kotok discusses heavenly movements and Earth-bound economies.