by NWIC | Aug 27, 2015 | Current Events, Economics
Linda Yueh, University of Oxford As China’s markets fall and drag down global equities, the underlying concern is undoubtedly how much a slowdown in the Chinese economy will affect the rest of the world. Since the 2008 global financial crisis, China has notably...
by NWIC | Aug 24, 2015 | Current Events, Equities, Personal Finance
With the 24-hour news cycle, all of you are probably aware of the ongoing correction in stocks (meaning down over 10%), and increased volatility, as the summer draws to a close. What’s going on? Weakness in China has led it to decouple its currency, the Yuan, from the...
by NWIC | Aug 12, 2015 | Current Events, Economics
Scott Grannis of Calafia Beach Pundit blog has an excellent piece on China’s currency move which you can read by clicking the link. Below we show his chart of the real value of the Yuan to keep the longer term in perspective. He writes, “Over the past 20...
by NWIC | Jul 16, 2015 | Current Events, Economics
We are pleased to provide Dr. Bill Conerly’s economic charts to our clients. Please see his website for additional details. www.conerlyconsulting.com.
by NWIC | Jul 10, 2015 | Current Events, Economics, Equities
Michele Geraci, University of Nottingham The Chinese stock markets have experienced significant turmoil in recent weeks, with the Shanghai Composite Index – the country’s major reference – falling by 32% since June 12. But this fall was preceded...
by NWIC | Jul 9, 2015 | Current Events, Economics
Here at Northwest we build our portfolios from the bottom up, focusing on companies that generate attractive long-term returns on capital and have sound management teams. We don’t give much credence to the short-term fluctuations and headlines that cause less...
