Investment Commentary

What Is Industrial Policy And Is It Good For Us?

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…

At The Halfway Mark…

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…

GLP Drugs: An Investor’s Perspective

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,…

BNPL….

Or as it is popularly known, Buy Now Pay Later, is an increasingly used payment scheme which is a modern version of the old layaway plan. Saving for that thing…

GLP-1 Weight Loss Drugs: Overhyped or a Gamechanger?

Ozempic, Wegovy, Mountjaro, Zepbound: while not exactly household names like Band-Aid and Kleenex, you likely have heard or read about the exploding popularity of this class of drugs.  We will…

Bubbling Heights

Are we at the top of US stock markets?  Have we missed it if we have money to invest?  Should we wait for a correction, or should we take the…
Menu