Norman Marks

JULY 3, 2022

I have to admit that the book is a bit thicker than I expected. But I am happy with it and hope that others will find my first novel a decent read – about the first week or two in a new job of a chief audit executive. I now have more books than I […].

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59

The Irrelevant Investor

JULY 3, 2022

Today’s Animal Spirits is brought to you by Calamos: We had Michael Grant, Co-CIO and head of Long/Short Strategies for Calamos Investments on the show to talk about todays macro environment. On today’s show we discuss: Can the Fed guide us to a soft landing? Can we get a self-fulfilling recession? Inflation and supply chains How macro-economics affects portfolio construction How Calamos structures it's long/short fund Growth vs.

Marketing 52

Marketing Marketing Economics Portfolio 52

oXYGen Financial

JULY 3, 2022

![CDATA[ Ready or not, inflation is coming to a Fourth of July party near you! That's right, according to the American Farm Bureau Federation inflation is causing the cost of July 4th backyard cookouts to increase by almost 17% since last year. The largest pain point can be found on the grill in the form of ground beef (up 11.8%), chicken wings (up 38%) and breasts (up 24%), and even hamburger and.

52

52

Random Roger's Retirement Planning

JULY 3, 2022

In our post the other day I mentioned being nowhere close to 20% in alternatives for clients or personally but conceded that the need to allocate more to that broad space might make sense if it takes the bond market a while to figure things out or if the longer end of the bond market continues to trade more like equities due to increased interest rate volatility.

Portfolio 40

Portfolio Management Clients Asset Allocation 40

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