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Insights

See what’s top of mind at AZA.
 

Unrestricted, All Domain Warfare

China has been executing an unrestricted, all domain war against the United States for decades. We review select methods and effects.

 

Are Market Conditions Similar to 1929?

Valuations in the U.S. are at extremes only seen a handful of times in history, including 1929. This time there is a trade war and excess capacity outside of the United States.

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CIO Chris Recker joined the Market on Close panel to discuss recent pharma M&A activity and the food delivery business. Recorded 6/25/19.

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CIO Chris Recker joined the Market on Close panel to discuss the state of the markets, China, trade, and monetary policy. Recorded 4/15/19.

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Watch Chris Recker on TD Ameritrade Network discuss Apple (AAPL), 5G, China, and semiconductors. Recorded 3/14/19.

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TD Ameritrade Network invited Chris Recker to join The Closers panel to discuss M&A activity in tech and airlines. Recorded 1/28/19.

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CIO Chris Recker joined the Market on Close panel to discuss the recent slide in Caterpillar (CAT), China, and global dollar funding. Recorded 10/23/18.

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Watch Chris Recker on TD Ameritrade Network discuss REITs, utilities, homebuilders and other sectors impacted by interest rates. Recorded 10/8/18.

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TD Ameritrade Network invited Chris Recker to discuss interest rates, yield investments, technology, Tesla, and the search for value in a hot stock market. Recorded 9/7/18.

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CIO Chris Recker discusses Federal Reserve interest rate hikes, economic data, and a flattening yield curve on the TD Ameritrade Network. Recorded 8/21/18.

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CIO Chris Recker was featured on TD Ameritrade Network to discuss Fed policy expectations and the potential effect on risk asset prices. Recorded 5/3/18.