106 posts categorized as "Media"
Congratulations Nicholas Porter and Eric Solomon
Astor Investment Management is pleased to announce key personnel promotions. Nicholas Porter has been promoted to the position of Portfolio Manager/VP – Research and Eric Solomon has been promoted to the position of Senior VP – Finance & Operations effective immediately. Please help us in congratulating them both on this wonderful achievement.
Protected: Astor 2021 Review Call with Rob Stein
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January 2022 Update on the U.S. Economy
As usual, we’ll be looking at recent economic data this month, but we’ll also expand on some of the themes we’ve seen this year and look ahead to our base case for 2022. It’s worth noting that our portfolio decisions are made by the current state of the U.S. economy, rather than any forecast, but…
The Logical Economist – Rob Stein
Rob Stein, Former Federal Reserve Analyst and CEO/Founder of Astor Investment Management discusses his views on potential unintended, permanent economic outcomes from the pandemic, super inflation and what investors can expect over the next 1-5 years.
Astor Weekly Economic Review – Episode 78 – The Long Slow Road to Recovery
Astor Chief Investment Officer John Eckstein and Nick Porter wade into the numbers of the economic rebound and the pace to return to pre-pandemic levels. The road back seems to be a long one, but they explore where encouraging signs can be found. AIM-8/19/21-OP442
Astor Weekly Economic Review – Episode 77 – Boon or Swoon Economy
Astor CIO John Eckstein and Nick Porter eyeball the latest numbers from from labor, housing and industry. Is the economy still booming or did June produce a swoon that will affect the outcomes moving forward? AIM-8/2/21-OP429
Millennials Prepare for What’s Next
As the millennial generation starts to turn 40, Astor CEO Rob Stein discusses the ramifications with Angela Miles on Business First AM. Will they be able to retire early? Will they need to work well past the age of 65? Rob shares his insights on what it means for the markets and the long term….
Astor Weekly Economic Review – Episode 76 – The Economy in Recovery Mode
This week Astor CIO John Eckstein and Nick Porter translate the latest numbers and how they are impacting the American economy’s comeback from the COVID-19 pandemic’s setbacks. The real question: Why isn’t the rebound as robust as hoped for or expected? Approved with code AIM-7/26/21-OP417
Astor Q2 2021 Strategy Update Recording with CEO & Founder, Rob Stein.
Recording of Astor’s Q2 2021 Strategy Update call with CEO & Founder, Rob Stein.
Rob Stein Discusses Inflation Surge on WGN!
Prices are UP! Prices for U.S. consumers jumped the most in 13 years – is it the pandemic? It’s the response to the pandemic mentions Rob. Watch the segment here!
June 2021 Update on the U.S. Economy
The Astor Economic Index® (“AEI”) improved once again in the month of May, ticking up to a post-pandemic high, and nearing levels last seen in 2019. The reading is consistent with the general macroeconomic narrative of the U.S. economy, with flush households, strong demand and burgeoning external support. Although GDP growth seems to be on…
The ‘Macro’ Style of Investing and Why I’m Excited…
Let’s look back on a historic, discretionary macro trade: In September 1992, the British pound was fixed to the Deutschemark through the European Exchange Rate Mechanism (ERM), a precursor to the Euro we know today. If you tried to sell pounds below a certain level, the Bank of England (the central bank of the UK)…
My Compelling Reasons for Hyper-Inflation and Potential Impacts
Inflation itself is not a rally-killer for stocks. Rather, I believe it is the interest rate differential between a risk-free return against the risk on stock prices and dividend yield. I think that spread has favored stocks for some time and very aggressively for the past 12 months. As rates rise and stocks appreciate, I…
Economic Fundamentals During Economic Recoveries
Case Study: Economic Fundamentals and Mid-Recovery Slowdowns The U.S. is amid a historic recovery, with U.S. GDP expanding at an eyewatering 4.3% (Q/Q SAAR) in Q4 2020 and 6.4% (advance number) in Q1 2021. While the loosening of COVID-19 restrictions, substantial fiscal stimulus, and loose monetary policy have contributed to a substantially sunnier economic outlook…
May 2021 Update on the U.S. Economy
The Astor Economic Index® (“AEI”) improved slightly month over month and remains at a level indicative of strong fundamentals, reflecting very strong output measures across the U.S. economy, as well as declining jobless claim figures. The dip in the AEI from the second wave earlier this year has been mostly retraced as the U.S. recovers…
April 2021 Update on the U.S. Economy
Macroeconomic data has teased us for several months with the hope of a new spring, and the month of March has aptly enough delivered on that promise. Much of the nation has substantially eased lockdown restrictions as the pace of vaccinations pick up pace, and the near-term trajectory of the U.S. economy is on substantially…
March 2021 Update on the U.S. Economy
No news is good news, at least as the U.S. economy is concerned in its current state of slowly animating suspension. The Astor Economic Index has been range bound at a level approximating above average growth for several months and ended the month of February essentially unchanged. The labor market picked up some steam, with…
Rob Stein 2020 Review – ADA
Recording of Astor’s Q3 2020 call with CEO & Founder, Rob Stein. Rob Stein Q4 Review 2020 from Astor Investment Management on Vimeo. AIM-2/18/21-VP307
February 2021 Update on the U.S. Economy
The theme in economic pundit circles during the month of January was short-term stagnation, and the Astor Economic Index certainly agrees, remaining essentially unchanged from where in began the year and in growth territory. As in prior months, the economy remains under substantial restrictions that are trending broadly towards easing, and we expect to see…
Astor’s 2021 Outlook
2020 is destined to become one of those years that will be remembered just by mentioning two digits, much like ’87, ’01, and ’08 have become synonymous with the events of each respective year. All someone will need to say is “remember ’20,” and we’ll know everything that number entails—from the pandemic to the presidency,…