Capitulating or Cascading?
Summer 2022 Market & Economic Commentary If there was “nowhere to hide in Q1 of 2022,” as we led with in North…
Inflation, Invasion, Inversion, Oh My!
Spring 2022 Market & Economic Commentary It may seem like there was nowhere to hide in Q1 of 2022. With inflation still…
FOMO – Fear of Missing Out, or Fear of Momentum?
Summer 2021 Market & Economic Commentary The continued strength of global equity markets makes all the sense in the world…. in a…
Real Estate, Emerging Markets, and Valuations (Reuters)
Managing Partner & CIO Jim Scheinberg recently shared his insight on the red-hot real estate market, the emerging markets sector, and valuations…
Managing Partner Jim Scheinberg Live on Bloomberg TV
Yesterday Managing Partner Jim Scheinberg was live on Bloomberg TV discussing institutional investors’ appetite for emerging markets. “At North Pier, we deal…
Putting the “U.S.” in Stimulus
Spring 2021 Market & Economic Commentary Economic crises often call for massive fiscal action. The New Deal and the enormous amount of…
Wall Street Drops on Inflation Fears (Reuters)
Live on Reuters Trading at Noon, Jim Scheinberg spoke with host Elena Casas about how the markets are moving, including the tech…
The Y²O-Y²O | Winter Market & Economic Commentary
Winter 2020/2021 Market & Economic Commentary 2020 certainly was a yo-yo ride in so many ways. The first and most amazing was…
Twin Peaks?
Summer 2020 Market & Economic Commentary The recent recovery in the capital markets has been nothing short of miraculous. Yes, the economy…
Into the Great Unknown