This year, early February found investors running in a panic as volatility in the equity markets reared its ugly head in a big way. But, even with the heightened volatility, overall economic indicators remain positive and US equity market exposure still makes more sense right now than fixed income. For more insights in the opportunities available to investors amid market volatility, be sure to read George Schultze’s article in Forbes: https://www.forbes.com/sites/georgeschultze/2018/02/16/despite-increased-volatility-equity-opportunities-still-abound/#481e0d742648[forbes.com]
In the early morning hours of December 20, 2017, the U.S. Congress passed the Tax Cuts and Jobs Act which President Trump is now expected to sign right before Christmas. In his latest article for Forbes, George Schultze outlines the primary changes in tax reform both for corporations and individuals, as well as identifying the major corporate winners and losers from its impact. Read the full article for more insights:
Everywhere we turn, Bitcoin is in the news – and of late, due to its appreciation in value. In his article for Forbes, George Schultze asks “Why is Bitcoin so popular and is it in a bubble?” and “How does current investor demand for it compare with stated demand for alternative assets in general?” To learn more about this blockchain-based currency be sure to read the full piece here:
Uncertainty remained through the third quarter of this year, as the question of how much longer the bull market can continue remains. According to George Schultze, in this environment, equity exposure still makes more sense than allocations to fixed income – but all equities are not created equal. Learn more about the opportunities that George sees by reading his Forbes article at the following link:
When Caesars Entertainment filed for bankruptcy in 2015, it was the largest ever casino bankruptcy. But, the casino has finally come out on the other side – and in George Schultze’s latest article for Forbes, he explains why Caesars is now well-positioned to manage through the next cycle, and evolve along with the changing landscape that all casino operators will face going forward. Read the full article at the link below:
As the Toys ‘R’ Us bankruptcy plays out, vendors of the retailer have resumed shipping top products in order to stock shelves ahead of the holiday season. Find out what George Schultze has to say about Toys ‘R’ Us in this article by Reuters’ Tracy Rucinski.
In Forbes, George Schultze explores Puerto Rico’s financial situation in the aftermath of the devastation caused by the most destructive hurricanes in recent memory and the federal government’s disaster response efforts. Read the full article for George’s insights into the territory’s financial health, and see why investors need to expect the unexpected.
In his latest article for Forbes, George Schultze dives into the Toys ‘R’ Us bankruptcy, the third-largest retail industry bankruptcy of all time. George explains why the news wasn’t shocking to most investors, and looks into the industry and company factors that contributed to this bankruptcy. Read the full article for more!
Even the best business plan can fail to account for every potential negative occurrence. A seemingly one-time natural disaster, like Harvey or Irma, makes that point all too clearly but companies can also be affected by other unforeseen disasters that have nothing to do with weather. In George Schultze’s latest piece for Forbes, he delves into why explains that companies that have relied too much on leverage and stretched their borrowing to the limit will find it difficult to get back on their feet.
Tune into Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz to hear George Schultze’s latest insights about distressed opportunities he is seeing, including sector-specific trends as well as top company picks. The full interview can be found at the below link: