Lessons of a Millennial Nation

Share List The so-called millennial generation — those born after 1980 and before 2000 — continues to suffuse news headlines. There are actually more millennials (80 million) now than baby boomers. Perhaps continued interest in this age group is driven by hope that it will become an economic force to propel our nation’s humdrum growth.…

Cautious Optimism

Share List According to Guggenheim Partners, the most recent data from leading economic indicators, ranging from hiring to housing, demonstrates that the U.S. economy is “firing on all cylinders.” However, CIO Scott Minerd harkens back to the summer of 1987 when investors, deluded by a benign risk environment, failed to recognize the levels of overvaluation…

Equal, Yet Separate

Share List The U.S. Declaration of Independence declares that all men are created equal and endowed with certain unalienable rights — such as life, liberty and the pursuit of happiness. However, new research from Stanford indicates the pursuit of happiness is increasingly aligned with affordability. The study asserts that America’s cities are becoming more divided…

More or Less

Share List Sometimes it feels like there’s just more to do these days. Our houses are bigger and our toys more sophisticated, so there’s more to maintain. On the other hand, we can buy prepackaged salads and don’t have to shell peas anymore. Our cars don’t need oil changes nearly as often, and our ovens…

Fed Dovetail

Share List In consideration of the current labor force participation rate and the fact that many discouraged workers may re-enter the job market, Scott Minerd — Global CIO at Guggenheim Partners — recently predicted the Federal Open Market Committee (FOMC) won’t increase interest rates until as late as early 2016. [CLICK HERE to view the…