Editorials Library

Excelsior Financial Editorials

EXCELSIOR Financial Editorial – october 2020

Stocks are the Economy “Stocks are not the economy” is something you may have heard while US indices were charging to new highs only months after a market crash.  There is of course some truth in that since the stock market doesn’t capture your trip to the local...

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EXCELSIOR Financial Editorial – october 2020

Australian Superannuation and the challenges ahead The superannuation industry has faced some immense challenges in light of the COVID-19 pandemic, such as dealing with the fallout – immediate and long term – of the Government’s announced changes to superannuation...

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EXCELSIOR Financial Editorial – september 2020

The K recovery: A lot of people have tried to predict what kind of recovery the US and global economies will have following the Covid crisis.  We heard of the V shaped recovery which was very unlikely.  Some have talked about a U shaped recovery.  We have even had a...

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EXCELSIOR Financial Editorial – august 2020

Gold rush You have more than likely heard about gold lately, whether in the news, online or via friends. It has now crossed into all-time highs past $1,900 and several analysts have it reaching $2,000 in the not too distant future, possibly by year end. Throughout...

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EXCELSIOR Financial Editorial – july 2020

A V shaped recovery? As recently as yesterday, the White House Economic Adviser Larry Kudlow announced that the US economy was poised for a V shaped recovery. This narrative is in part what has driven markets upwards and sustained the rally since the March lows of...

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EXCELSIOR Financial Editorial – june 2020 -2

If you are wondering what markets are doing and where they are going you are not the only one. Since the market lows this March, equity markets are on a tear. Record high unemployment? Bullish. Crashing GDP numbers? Bullish. Glimmer of a vaccine? Bullish. End of the...

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EXCELSIOR Financial Editorial – june 2020

If you are wondering what markets are doing and where they are going you are not the only one. Since the market lows this March, equity markets are on a tear. Record high unemployment? Bullish. Crashing GDP numbers? Bullish. Glimmer of a vaccine? Bullish. End of the...

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