CM Energy Industry Update - March 2017
Jim and Scott provide an update on our investments in the energy sector and what we see in the years ahead.
Jim and Scott provide an update on our investments in the energy sector and what we see in the years ahead.
Here what Jim and Scott have to say.
Jim and Scott provide an update to Century Management's thoughts on the energy markets.
Federal Reserve Chair Janet Yellen's most recent statements suggest that the federal funds rate could increase this year. Should this occur, we believe it will be modest and have little impact on the long-term values of our various portfolios.
Watch Arnold share his experiential wisdom on value investing.
For the U.S. economy, we believe the largest impact of the UK leaving the EU, at least in the short run, is the strengthening of the U.S. dollar. An increase in the value of the U.S. dollar could lead to tighter financial conditions, though we don’t believe this will be enough to push the U.S. into a recession.