Investment Commentary

It was last fall when we wrote about global trade and the move afoot by quite a few companies to de-risk their logistics, which had become too concentrated in China.…

The word sunset has such pleasant connotations, since everyone loves a good sunset.   When this word is applied to the expiration of the Tax Cuts & and Jobs Act of…

If you have been tracking the market over the past few years, you’ve likely encountered a flood of reports declaring AI as a “must-have” investment, driving significant gains for market…

Consumers have delivered a message to consumer products companies: enough is enough with higher prices. To their credit, the companies seemed to have listened as evidenced by McDonald’s $5 value…

Much has been written recently and spoken about threats to democracy. How about threats to capitalism and our free market economies by events taking place around the world? This essay…

The year is half over and so far, stock markets around the world have done quite a bit better than most prognosticators earlier anticipated. The driving forces year-to-date have been…

Introduction Continuing our exploration of GLP-1 weight-loss drugs (GLP-1 Part 1) https://www.baldwinmgt.com/glp-1-weight-loss-drugs-overhyped-or-a-gamechanger/ , we will review recent developments that further boost credibility and excitement about the GLP-1 class of drugs,…

The cost of higher education is a daunting thought for most American families. With the average cost of a public 4-year in-state degree exceeding $156,000 and that of a private…

As a world, we are not getting any younger. This unfortunately is because fertility rates declined sharply from 1971 – 2021 as can be seen in the following chart: CHART…

These quotes from a leading publication give a good picture of the problem… Bubble trouble – the current bubble still has a ways to go. One of the investment services…