The Cult of Crypto
September 30, 2021
Given the risks, including regulation, volatility, and valuation, it is hard to see why the cult of crypto continues to grow.
Category: GHPIA Newsletters
Will Carbon Trading Leave a Footprint?
September 30, 2021
Carbon emission reduction has spurred global investment. Nonetheless, we remain skeptical about carbon trading, both as an effective way to reduce pollution and as a long-term investment choice, judging by...
U.S. Debt is a Problem, But No Need to Call 911 Just Yet
June 30, 2021
Despite the recent necessary spikes in government spending, investors should now watch public debt levels carefully.
A Challenging Side Effect of COVID: Government Debt
June 30, 2021
Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...
The Road to the Future Is Paved with Lithium
March 31, 2021
As the world transitions toward renewable power, the lithium extraction industry will take on increasing importance and influence, bringing considerable opportunities and risks for international investors.
How GHPIA Screens Stocks for Your Portfolio
March 31, 2021
Our Investment Risk Scorecard helps us quantify the exposure of companies and industries to risk, based on these five fundamental metrics...
Negative Capability and the Emotions of a Market Cycle
December 31, 2020
Here are three guidelines investors should use to weather the highs and lows of a tumultuous market cycle like that of the past year.
Brexit: No Big Deal
December 31, 2020
Despite the handwringing over Brexit, here's why London will remain a leading global financial center, and the U.K. will remain Europe's most innovative economy.
It’s 10 P.M.: Do You Know Where Your Municipal Bonds Are?
September 30, 2020
Investors should dig deeper into the “safe” part of portfolios and decide if the risk of individual municipal bonds is worth the reward.
World Trade: More Freedom or More Protectionism?
September 30, 2020
Despite current crises, the drive toward free world trade – and the benefits it brings to nations – seems unstoppable.
As China Pressures Hong Kong, How Should Investors React?
June 30, 2020
China is flexing its muscle, menacing Hong Kong and stirring up geopolitical tension, with broad implications for the financial markets.
VIDEO: Fiscal Fitness — Why Diversification Matters
June 30, 2020
This video shows why it's important for investors to exercise all the financial muscles in their portfolios, rather than just attending to the ones they're most familiar with, like the...
Fiscal Fitness: Why Diversification Matters
June 30, 2020
Diversification is among the most fundamental, well-accepted concepts for investors and is at the core of GHPIA’s investment philosophy. But the S&P 500 index is less diversified than many investors...
Estimating the Pandemic’s Global Impact
March 31, 2020
Our planetary economy last suffered a synchronized recession of this potential magnitude during the Great Depression. But this time, the recession may not be as great, nor the recovery as...
COVID-19: The Hard Numbers
March 31, 2020
How large are the potential health, economic, and financial impacts of the COVID-19 pandemic? We've analyzed the numbers, including possible recovery scenarios.
VIDEO: GHPIA’s Coronavirus Town Hall
March 25, 2020
Watch our recent webinar, in which GHPIA team leaders Brian Friedman, Mike Sullivan, and Carin Wagner discussed the economic and financial impact of the COVID-19 pandemic and how GHPIA is...
VIDEO: Free! Free! Free!: How Zero-Commission Stock Trades Will Benefit Investors
December 31, 2019
This video shows how the recent drive among big brokerages toward commission-free stock and ETF trades may affect individual investors. Click "Read More" to watch.
Free! Free! Free!: How Zero-Commission Stock Trading Will Benefit Investors
December 31, 2019
Did you know trades at the big online brokerage firms are now free? Here's what this trend means for individual investors.
The Mighty Consumer to the Rescue
September 30, 2019
What is often lost within the din of negative economic news, the daily Twitter provocations, and stock market volatility is a vibrant U.S. consumer spending backdrop, which could be the...
Are IPOs Partying Like It’s 1999?
June 30, 2019
With innovative companies like Uber, Lyft, Pinterest, Airbnb, Zoom, and Beyond Meat going public in recent months, it feels like 1999 all over again. Except this time is different. Investors...