Blog

For more than 100 years, Belden has been a leader in designing and manufacturing the cables and wires connecting the infrastructure that controls our roads, buildings, factories, energy supplies and homes. Founded in 1902 by Joseph C. Belden in Chicago, Illinois, the firm’s first breakthrough…

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Will They or Won’t They? March 08, 2022

By Steven Vannelli, CFA in Markets, News

The Federal Reserve has all but cemented expectations for a 25bps rate hike next week. But, events have changed a lot in the last couple weeks that raise a faint hint that the Fed may not hike, despite elevated, persistent inflation. What makes us question…

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Is It Time to Find New Hedges? March 02, 2022

By Steven Vannelli, CFA in Markets, Portfolio Management

2022 has been a tough year so far for risk management. This appears to us related to the inflation problem the US is experiencing.  As long as inflation persists, the ineffectiveness of duration will likely persist. We think inflation will persist and are thus broadening…

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The Diet Coke of Sanctions February 24, 2022

By Steven Vannelli, CFA in Markets, News

After President Biden’s speech, the consensus seemed to coalesce around the idea that the sanctions put forth were not as strong as they possibly could have been. Chiefly, due to a disagreement with Europe, Russia was allowed to remain in the SWIFT payment system—the system…

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Spotlight TechnologyOne: SaaS Down Under February 17, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Brisbane, Australia, TechnologyOne is Australia’s leading enterprise software company. The firm’s flagship product is an enterprise resource planning software platform called the SaaS platform–SaaS being short for “software as a service.” The benefit of SaaS is there is no hardware or software to…

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Spotlight Seiko Epson: Deep Roots in Electronic Printing February 14, 2022

By Knowledge Leaders Team in Knowledge Leaders

Seiko Epson makes printers and printing solutions for everywhere from the home to office to large industrial settings, projectors and smart glasses, manufacturing robots, sensors, powders and films for semiconductor and automotive factories, and, last but not least, classic Seiko watches. Founded in 1941 in…

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Has Oil Gotten Ahead of Itself? February 14, 2022

By Steven Vannelli, CFA in Markets

Of course, the backdrop right now is Russia—a large petroleum-producing country—threatening to invade Ukraine. This is clearly roiling the oil markets and leading to ever higher prices. Have those prices gotten ahead of the fundamentals and technicals? US West Texas Intermediate oil prices tend to…

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Spotlight Recruit: The Ribbon Model February 11, 2022

By Knowledge Leaders Team in Knowledge Leaders

Recruit Group delivers the digital meeting spaces of choice for matching individuals and business clients. Founded in 1960, in Tokyo, Japan, the firm’s first project launched a job-hunting magazine that created an open job market connecting new college graduates with corporations. Since then, the firm…

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Is Inflation on the Cusp of Coming Down? February 09, 2022

By Steven Vannelli, CFA in Economy, Markets

Tomorrow we get the consumer price index year-over-year for January, with expectations for 7.25%. This would take the CPI to a new high for the cycle, rising from 7% year-over-year from December. We would like to see the print undershoot and offer several reasons why…

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