Analyst Articles

February FinTech M&A Frenzy

Lending Club become first FinTech to acquire a bank; Morgan Stanley acquires E*Trade; Intuit acquires Credit Karma; Green Dot gets activist shareholder pressure. [more]

Recession Barometer - word montage
Economic Insights

Recession Barometer – No Worries for USA, Yet

We have completed a comprehensive review of the possibility of a recession occurring in the USA in the near future. While there is no expectation currently, if Covid-19 escalates globally, the situation could change very quickly. [more]

Model Oil Portfolio

Oil Portfolio Decline Levels Off

The Energy Sector fared a little better over the last two weeks. However, our Model Oil Portfolio dropped 0.9% and is now down 5.7% since inception on June 2, 2019 while, for 2020, it is off 14.6%. Many of the benchmarks we use are also struggling. The fear is that the coronavirus could spread globally and instigate a significant slow-down in a variety of economic areas. [more]