President Biden’s approval rating below 40% makes us wonder if he will pursue greater bipartisanship if the Democrats lose the mid term elections. Of course, this decision could have ramifications for the 2024 Presidential election.

Despite lingering concerns and anxiety regarding the Delta and Omicron variants of COVID-19, a multitude of supply disruptions and meaningfully rising inflationary pressures, the...

The following is an excerpt from a longer article published by Victor Canto, PhD, who serves as an economic consultant to TPCM. To inquire about the full article please visit...

Investors love passion and conviction. “I saw an analyst on CNBC the other day. She loves Tesla. She’s all in.” “My hedge fund manager is so confident on Bitcoin, he’s taken a 25%...

We’d like to thank our summer analyst interns, Max Persico, John Schreiber and John Hufnagel for all their help this summer and putting this important research piece together for...

As often is the case, the equity market overcame a litany of worries this past quarter as many of the more macroeconomic and policy-oriented concerns quickly dissipated and...

In response to the COVID-19 Pandemic, the Fed dusted off its Financial Crisis playbook. Looking at the inflation rate, the real economy, and the financial markets performance since...

A casual observer of economics and markets could look at the first quarter of 2021 and remark that it was a very solid period with the S&P 500 rising 6% as the vaccines for...

It goes without saying that 2020 was a historic year. The COVID-19 crisis which increasingly swept the world, had a dramatic impact across all aspects of society and life including...

It ‘tis the season to be jolly goes the old holiday carol and that has certainly been the case for small cap investors of late. After plunging deeper and then lagging their large...

Although the presidential election results are not entirely conclusive, the American people have spoken and more so than anything else the election has proven that United States...

A very successful competitor asset manager in Boston famously produces a periodic report where they forecast expected real returns of various asset classes for the subsequent seven...

We reiterate our belief from our last blog that the Covid-19 pandemic is on the wane in the U.S. based on the decline in national and state Covid-19 hospitalization figures that we...

Okay, we all need to take a very deep breath. No doubt you have heard the news that Covid-19 cases have increased over the past week, both domestically and internationally. Given...

We all may be tired of hearing about Covid-19 but it remains important to monitor as we believe it continues to drive the direction of incremental dollars in the marketplace,...