European Wars and US Portfolios – the keep the money at home hypothesis
As the Russian/Ukraine war evolves, American investors need a clear strategy for their portfolios. The first question for investors
A COVID Lesson on Infrastructure
Dr. Philip Fischer clearly endorses large infrastructure investments, but thinks that this bill is off target. In his view, the disconnect between the COVID emergency, which we continue to experience, and future investment, is both illogical and dangerous.
They’re gonna write a book about this
Dr. Philip Fischer shares his thesis that the two inexorable factors of life, death and taxes, are headed materially higher in this COVID age. What’s going to be roaring here isn’t the flappers but the Fed.