David L-structure

CIBC Private Wealth Management Blog
Dave Donabedian, CFA

Asset Publisher

Investments

"Is It Over Yet?" Thoughts on the Election and Markets

David L. Donabedian CFA
August 30, 2016

  More than a year after Secretary of State Hillary Clinton and businessman Donald Trump entered the presidential race, we still have over two months to go before Election Day. The “campaign season” has turned into a near-permanent state of affairs. A baby born on the day Clinton announced her candidacy will most likely be walking and talking by the election date, and a Major League...
Investments

Elections & markets: The state of the race

Dave Donabedian, CFA
August 27, 2020

As the Republican convention winds up, the two parties are presenting a divergent assessment of the current state of the nation, and an even more different vision for the future. With barely two months to go before the election, we assess the state of the race. Former Vice President Joe Biden has a significant, but not insurmountable, lead in national polls (Exhibit 1). Prior to COVID-19 and...
Investments

The Size and Scope of Government

Dave Donabedian, CFA
May 14, 2020

There is no question that the federal government has aggressively inserted itself into the middle of the COVID-19 recession. In March and April alone, the announced economic support and rescue programs exceeded $5.6 trillion—26% of gross domestic product (GDP).1 This does not include the Federal Reserve’s reinstatement of massive quantitative easing. The chart in the document linked below...