Money Clip

Blog by Matthias Paul Kuhlmey

Matthias Paul Kuhlmey is a Managing Director & Partner at HighTower Advisors, where he serves as wealth manager to High Net Worth and Ultra-High Net Worth Individuals, Family Offices, and Institutions.

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  • Collective Wisdom

    Wednesday, July 27, 2016

    Posted by: Matthias Paul Kuhlmey

    This morning on MoneyLife, Maja Janko, Jimmy Hausberg and I discuss accommaditive policy and the real economy as drivers of the market.

    Please click here to listen to this morning’s MoneyLife Show segment.

  • Summer Charts: Incognito Employment

    Thursday, July 14, 2016

    Posted by: Matthias Paul Kuhlmey

    PowerPoint Presentation

    Regarding the employment situation in the U.S., current levels and the trend appear to be promising, but there are two fundamental issues that investors need to focus on in the short-to-medium term: 1) the discrepancy of what is measured vs. what is really occurring (and related economic impact), and 2) the potential cap on current employment levels, when measured by U-3.

    To continue reading, please click here

  • Matthias Kuhlmey at the Huffington Post: Thin Red Line

    Wednesday, June 29, 2016

    Posted by: Matthias Paul Kuhlmey

    My hometown Hannover in Germany offers a neat feature to the exploring type: A thin red line, which marks streets, public places, and walkways over a distance of 4.2 kilometers (2.6 miles), leading to the 36 main attractions and historic sites of the city. The careful observer will realize (or know) that Hannover’s history is closely tied to the English crown. The House of Hanover, a German royal dynasty, succeeded the House of Stuart as monarchs of Great Britain and Ireland in 1741. Hannover is also the capital of Lower Saxony (one of Germany’s states) and, sure enough, the name gives away the linkage to the Saxons – tribes that ventured out to form settlements, including the Anglo Saxon territory (today within the territory of Great Britain).

    After last week’s Brexit vote, we may think history can easily be overturned through a simple, even if democratic, mass opinion; the truth, however, is far from it, and also part of today’s cause for many swelling conflicts across the world. Often, overly ambitious politicians will drive those decisions as part of their personal or party’s agenda, rather than pursuing a holistic and long-term solution…

    To continue reading, please click here.

  • GIS 360 Q2 2016: Time to Reset

    Wednesday, June 29, 2016

    This edition of GIS 360 explores the potential for a global “reset.” We have asked two of the best to guide us with their thinking on the matter, including the potential impact on markets and investing:

    1. Charles Gave, Founding Partner & Chairman of GaveKal Research, describes a world that has never been simple, but demands to “abandon all stupid practices with a need to return to market prices.”
    1. W. Ben Hunt, PhD, Chief Risk Officer of Salient Partners, suggests that debt-based balance sheet expansion will pull forward “every last drop of organic growth for the next decade or two,” ultimately preventing a decline in assets.

    At HighTower, we do not seek value on the basis of one single opinion, as is more common with traditional Wall Street firms, but instead continue to exchange best ideas and carefully select our economic advisors and research partners.

    Click here to download GIS 360