International Investing: Active Management Allows Targeted Investing In An Uncertain Global Environment

FourThought Institutions discusses international investing and active management in an uncertain global environment.

Economic Review: October 2021

Economic Review: October 2021   Federal Reserve Chairman, Jerome Powell, announced that the timeline to start tapering the $120 billion monthly asset purchase “may soon be warranted.”  It could be appropriate to begin reducing the pace of asset purchase later...

Economic Review – December 2021

Economic Review: December 2021   The short-term interest rate remains near zero as the Fed continues its accommodation policy and steadily monitoring data for signs of persistent broad-based inflation. Inflation has continued to be a concern. The Consumer Price...

Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty

One of the four key principals of our investment strategy at FourThought Institutions is summarized in the statement, “Don’t eat the goose!”  This is an obvious reference to Aesop’s “The Goose that Laid the Golden Egg.” This 1500-year-old fable is so ingrained in our...

On Mixed News from the Fed, We’re Doing What We Always Have: Investing in Quality Companies

Two days ago, on June 10 of this week, the Federal Reserve met and proclaimed their intentions: they plan to keep interest rates at or near zero for the foreseeable future. There will be little to no rate increase until at least 2022. And, according to Fed Chairman...

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