March 17—Have the tech behemoths become too big for their britches? With many regulators and government crying “Monopoly!” antitrust enforcement may well be in the offing. Tony breaks it all down with Bill Baer, the former Assistant Attorney General in charge of the Antitrust Division of the U.S. Department of Justice, and current visiting fellow in Governance Studies at the Brookings Institution on Think Tank Row in Washington, D.C.
March 10 — Over 400 companies went public in 2020, an all-time record, and the traditional IPO route is fading as the increasingly popular SPACs (special purpose acquisition companies) take center stage, offering investors and businesses the potential opportunity to more quickly access a pile of capital in the hope of becoming the next Amazon.
In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how despite the impaired labor market, the spike in interest rates, consumers’ record savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential buying opportunity over the short term and explains our rationale for our portfolio changes.
February 17, 2021—Bitcoin bulls gained another dose of credibility with the recent announcement that Tesla had bought $1.5 billion worth of bitcoin and would start accepting payments for its products in bitcoin.1 Just a few days later, BNY Mellon announced it would hold, transfer, and issue cryptocurrencies on behalf of asset management clients.
In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses the challenging short-term economic outlook. He also looks at the increased vaccine supply and distribution efforts, as well as the possible threat from COVID-19 mutations, and details potential investment opportunities.