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Clear Harbor Flash – Ukraine and the Landscape of Global Energy While the situation in Ukraine is very fluid, the last several days remind us that not only freedom from tyranny, but true “energy independence” from commodity-exporting nations remain unfulfilled quests. The crisis brings to the fore several long-term aspects of the global energy production landscape that investors would do well to recognize even in the absence of a particular geopolitical flashpoint.
Clear Harbor's Outlook for 2014 2013 was another year of obtuse political wrangling over the U.S. debt ceiling and budget priorities, this time ultimately shutting down parts of the federal government for more than two weeks. Whatever the political costs of this most recent political theater, market participants were unfazed by the prospect of any real-life consequences for a still-fragile economic recovery.
Global Dividends Top $1 Trillion
Aaron Kennon, chief executive officer at Clear Harbor Asset Management sits down with Michelle Makori to discuss the state of global dividends.
Clear Harbor's CEO on Bloomberg Radio Aaron Kennon spent time on Bloomberg Radio's "In The Loop" with Betty Liu where he provided a few investment themes to consider as we approach 2014.
Clear Harbor CEO Aaron Kennon on Bloomberg Radio Aaron Kennon spent time on Bloomberg Radio's "Taking Stock" with Pimm Fox discussing Clear Harbor's focus on market fundamentals and client risk tolerance in a period of rising equity asset prices and perceived complacency.