Equity Research
William Blair research analyst Neal Dingmann was a featured guest on the Schwab Network’s “Money Trade Live,” where he discussed the up-and-down price of crude oil, the stocks most impacted—positively and negatively—by the fluctuations, and how investors should be thinking about crafting the energy portion of their portfolios.
“Most of these stocks [under my coverage] are tracking more at what the 12-month strip is doing,” Dingmann said.
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In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what those differences might mean for the Fed—and for a potential new Fed chair counting on a productivity boom to support lower interest rates.
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