All posts tagged Economy
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
January 6, 2021Have the markets become totally disconnected from the economy?
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Thomas S. Caldwell, C.M.
Chairman
January 6, 2021What do you think are most important factors affecting the stock market in 2021?
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
December 29, 2020I’ve read in the media that there has been a big rotation from ‘new technology’, or ‘stay home’ stocks into more traditional sectors like energy and transportation, in anticipation of the return to normal. What does this mean to my portfolio?
Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund -
Thomas S. Caldwell, C.M.
Chairman
December 23, 2020A Public Service Announcement from our Chairman: Support small business and shop local.
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
December 10, 2020So many are very excited about the roll out of the vaccines. Should I invest aggressively now?
Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund -
Thomas S. Caldwell, C.M.
Chairman
November 25, 2020Governments have spent so much money during the pandemic, and now we need to prepare ourselves for higher taxes. What are your thoughts?