Insights
Letters to Stakeholders — the macro view, written down monthly
A monthly letter on the macroeconomic forces reorganizing the global economy — published without a gap since 2020.
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Jason Howell Company Letter
Friday, August 06, 4:09 pm EST. The markets have just closed with new highs for both of the large stock indices (S&P 500 and Dow Jones Industrial Average). Market makers are happy because of the short-term economic news: strong company earnings reports, a…
MID-YEAR REPORT
SPECIAL EDITION: WHAT WE’VE DONE SINCE THE PANDEMIC BEGAN Wednesday, July 14, 3:46 pm EST. Instead of writing a typical mid-year report, we thought it might be interesting to share what your firm has been up to over the past 15 months. It’s been one heck of a…
Jason Howell Company | Family Wealth Advisers
Wednesday, June 9, 4:45 pm EST. Economic news has been flooding the cable channels over the past few weeks. In today’s letter we’ll discuss how shareholder activism, modern monetary theory, monumental technology legislation and bitcoin as a currency for El…
Jason Howell Company
Wednesday, May 12, 09:24am EST. “These are days to remember,” sang Natalie Merchant in the 10,000 Maniacs’ chart-topping hit in 1992. Days in May in 2021 seem oddly calm in anticipation of what might be this Summer and Fall. Will vaccines stifle our tiresome…
JHCo. Stakeholder Letter
Wednesday, April 14, 9:24am EST. We are at an important inflection point of our grand social and economic experiment. On the precipice of a post-pandemic economy – one that has accelerated and highlighted the dangers of our financial wealth gap – we are about…
Letter to Stakeholders, March 2021
Monday, March 8, 4:24pm EST. Normally discussing the last month of financial activity is what’s needed to summarize “what’s been going on.” More telling this time around is what’s been happening over just the last couple of weeks; or last few days. In a word,…
Letter to Stakeholders, February 2021
Wednesday, February 3, 2:14pm EST. The inauguration of the 46th President of the United States, Joseph R. Biden, Jr. was the biggest economic story of January. Neither CNBC news anchors, nor the general investing public, need to arise daily to market…
LETTER TO STAKEHOLDERS, January 2021
Friday, January 8th, 4:33pm EST. Financial markets are booming but for many, their hearts are aching. Yesterday, over 4,000 US residents died due to complications associated with COVID-19. Unemployment is still high, and vaccinations are still low. And while…
Letter to Stakeholders (December)
Monday, December 6th, 12:33pm EST. Wow was that just a month? It seems like more than four months have gone by in as many weeks since we last drafted this monthly letter. In short: We had some resolution to the U.S. Presidential election We have about four…