Believe it or not, I have always attempted to be as apolitical as is possible in this newsletter. I don’t always succeed, but I still try nonetheless. Of course, most folks can probably tell by now…
Thought Leadership
While economists might not agree on an exact definition or formula for recession, most everyone understands the basics of what one is: a general slowdown in economic activity. Usually, this is due to a decrease…
Defunding Police Forces With the recent riots and protests happening across the country, many people are pushing to defund police forces. Some want to transform police forces whereas others want to completely disband them. Dismantling law…
Everyone has heard the cynical expression: “if it seems too good to be true, it probably is.” Obviously, that isn’t always accurate, and life wouldn’t be worth living if it was. For example, I went quail…
“New Normals” are nothing more than how we live our lives and conduct business after historic changes and/or shocks to the existing status quo. Over the past 20 years, the world has had to deal…
As the world works through the global pandemic, the word “unprecedented” has been used to describe the current environment by a majority of companies in their first quarter earnings report. Very few would argue that…
Reality: The Markets vs Real Life It’s no doubt that we’ve seen some terrible economic data since the start of the COVID-19 pandemic and now we are seeing riots and protests across the country. Yet somehow…
Yesterday, in part-5 of Oakworth’s ‘New Normal’, I made several predictions about what the ‘new normal’ might be in regards to China and its role in the world. This past Tuesday, on our ‘Trading Perspectives’ podcast,…
When the dust settles, the smoke clears, and COVID-19 is finally in the rear-view mirror, the world’s geopolitical and economic landscapes will likely look different than they did leading into the pandemic. Some changes will…
China and The Hong Kong Economy China is trying to exert increasingly great authority over the Hong Kong government and economy. For years it’s been one country 2 systems. We saw protests last year before the…