<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Clarity Capital]]></title><description><![CDATA[Clarity Capital is a global investment management firm with offices in Tel Aviv and New York, providing wealth and investment management services.]]></description><link>https://www.claritycap.com/cio-insights</link><generator>RSS for Node</generator><lastBuildDate>Sun, 19 Apr 2026 15:34:22 GMT</lastBuildDate><atom:link href="https://www.clarityassetmanagement.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Did the Economy Actually Shrink by a Third?]]></title><description><![CDATA[The US economic contraction in the second quarter was very bad, and in fact, one of the worst in US history.]]></description><link>https://www.claritycap.com/post/did-the-economy-actually-shrink-by-a-third</link><guid isPermaLink="false">5f30edebc61cb10017b4131a</guid><category><![CDATA[Global Trends]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Mon, 10 Aug 2020 06:55:14 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_e253c9e3d55f4603ba5e9aa81ed8f12c~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Coronavirus - Market Update (June 9th)]]></title><description><![CDATA[The equity rally we have just experienced is the strongest 50-day rally on record. It is also probably one of the most hated rallies.]]></description><link>https://www.claritycap.com/post/coronavirus-market-update-june-9th</link><guid isPermaLink="false">5edf6400de8e450017d05555</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Global Trends]]></category><category><![CDATA[Economic Growth]]></category><category><![CDATA[Stock Market]]></category><pubDate>Tue, 09 Jun 2020 16:14:25 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/03f1c8_9d63675db4c849c3a12385d4b90fd1bf~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Diversification or Concentration?  ]]></title><description><![CDATA[Diversification, a key element of risk management, has been deteriorating within the S&#38;P 500 index.]]></description><link>https://www.claritycap.com/post/diversification-or-concentration</link><guid isPermaLink="false">5ecced858660da001769d50e</guid><category><![CDATA[Stock Market]]></category><pubDate>Tue, 26 May 2020 10:25:27 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_5e9cfce66f2249dfb12380f4ccdc18d4~mv2.jpg/v1/fit/w_620,h_328,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Clarity Capital</dc:creator></item><item><title><![CDATA[Coronavirus - Market Update (May 24th)]]></title><description><![CDATA[in countries where the health situation is generally good, consumer sentiment seems to be returning to normal perhaps faster than expected.]]></description><link>https://www.claritycap.com/post/coronavirus-market-update-may-24th</link><guid isPermaLink="false">5ecaa57ad5ed170017f8847a</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Sun, 24 May 2020 17:02:13 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_a294e76c3bb443e4a60d8d0d47d02a89~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[A Seminal Event]]></title><description><![CDATA[Will the dire scenario reflected in market prices materialize? One thing we can be certain about is that economic uncertainty is high.]]></description><link>https://www.claritycap.com/post/a-seminal-event</link><guid isPermaLink="false">5ec3ee0c54e0ab001717056d</guid><category><![CDATA[Economic Growth]]></category><category><![CDATA[Global Trends]]></category><pubDate>Tue, 19 May 2020 14:39:57 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_970c97e9bae44f9b944694bd2664ad4f~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Clarity Capital</dc:creator></item><item><title><![CDATA[Market Update - Coronavirus (May 11th)]]></title><description><![CDATA[Easy monetary conditions are helping. According to many measures, we are enjoying the most accommodative monetary conditions on record.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-may-11th</link><guid isPermaLink="false">5eb9dee56354a90017847ae3</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Mon, 11 May 2020 23:39:58 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_e9400865344b4f04abe64ff0437b3be4~mv2.png/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update - Coronavirus (May 4th)]]></title><description><![CDATA[Following the very difficult month of March, global financial markets rebounded in April. The benchmark US S&#38;P 500 equity index is up 12.7%.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-may-4th</link><guid isPermaLink="false">5eb0695f85054d0017c238aa</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Mon, 04 May 2020 19:29:22 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_6366bc1730ae420087df9c1b82e3fbf7~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (April 28th)]]></title><description><![CDATA[After the initial impact and market reactions, we have probably entered the second stage of this market crisis]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-28th</link><guid isPermaLink="false">5ea808aae39e640085c948e2</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Global Trends]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Tue, 28 Apr 2020 11:11:26 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_ec070a5e068f40fd83f1579fc305f517~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (April 23rd)]]></title><description><![CDATA[Some people have asked: how is it possible that the benchmark S&#38;P 500 index has rebounded nicely from the March lows?]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-23rd</link><guid isPermaLink="false">5ea1520725c78b001726d11f</guid><category><![CDATA[Economic Growth]]></category><category><![CDATA[Market Updates - Coronavirus]]></category><pubDate>Thu, 23 Apr 2020 08:36:39 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_dc28ef27f45444d88179d31c9b7cde04~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (April 22nd)]]></title><description><![CDATA[From a macro perspective, the important point about all this is that it highlights the extent to which economic demand has been damaged]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-22nd</link><guid isPermaLink="false">5ea0702b7cb32c002d1cbec5</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Economic Growth]]></category><category><![CDATA[Global Trends]]></category><pubDate>Wed, 22 Apr 2020 16:31:26 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_486484a17c9b44f8b507c4fb342282f2~mv2.png/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (April 16th)]]></title><description><![CDATA[Some investors will say that it might be unwise to ignore the old Wall Street adage “Don’t fight the Fed”.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-16th</link><guid isPermaLink="false">5e980a1004ef350017f126bf</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Global Trends]]></category><pubDate>Thu, 16 Apr 2020 07:41:09 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_6b3a3d7e00974b42aaebba38e59796e6~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update - Coronavirus (April 10th) ]]></title><description><![CDATA[Given the progress made in many countries on virus containment, there is increasing talk about exit strategies from the lockdowns.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-10th</link><guid isPermaLink="false">5e91e7b62725fc00177ef136</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Global Trends]]></category><pubDate>Sat, 11 Apr 2020 15:56:04 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_4bca1a7cae654cba87a042f6ae24e89b~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update - Coronavirus (April 6th)]]></title><description><![CDATA[After we have seen stabilization/moderation in the spread of the virus in China and Italy, we are now seeing a similar pattern in Spain.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-6th</link><guid isPermaLink="false">5e8b79304038210017853932</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Global Trends]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Mon, 06 Apr 2020 18:56:41 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_05fb8575415a48fa84dd8609abbe9af1~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (April 1st)]]></title><description><![CDATA[China Caixin Manufacturing PMI index, a gauge of manufacturing activity in China, rebounded sharply in March from February’s abysmal levels.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-april-1st</link><guid isPermaLink="false">5e84c54a62a22f00175ebd8f</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Wed, 01 Apr 2020 16:52:52 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_8b4aa2689de4413281a403889805bb70~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (March 28th)]]></title><description><![CDATA[Very often, the market bottoming process involves short ‘bear-market rallies’.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-march-28th</link><guid isPermaLink="false">5e8069fbf291360017bfec2c</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Economic Growth]]></category><category><![CDATA[Global Trends]]></category><pubDate>Sun, 29 Mar 2020 09:37:32 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_fc3e6d5f173345e3befdcf46600719e4~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (March 25th)]]></title><description><![CDATA[We continue to remain vigilant, but we are also keeping an eye open for new opportunities that lower prices are now presenting to us.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-march-25th</link><guid isPermaLink="false">5e7ccd4e8043db0017b9eec5</guid><category><![CDATA[Interest Rates]]></category><category><![CDATA[Economic Growth]]></category><category><![CDATA[Global Trends]]></category><category><![CDATA[Market Updates - Coronavirus]]></category><pubDate>Thu, 26 Mar 2020 15:53:52 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_406cf870abae4cfca4769c75fa149760~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Market Update – Coronavirus (March 22nd)]]></title><description><![CDATA[A sustained turnaround in financial markets will only come, I believe, once there are signs that Coronavirus is starting to fade.]]></description><link>https://www.claritycap.com/post/market-update-coronavirus-march-22nd</link><guid isPermaLink="false">5e7787351ecda00017e08690</guid><category><![CDATA[Market Updates - Coronavirus]]></category><category><![CDATA[Global Trends]]></category><category><![CDATA[Economic Growth]]></category><pubDate>Sun, 22 Mar 2020 15:53:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a27d24_72dab98cd8964a25a5057a35ff65e157~mv2.jpg/v1/fit/w_1000,h_720,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[The Shortage of Financial Assets

]]></title><description><![CDATA[We often try to explain and to forecast changes in prices of financial assets, e.g. stocks and bonds, by analyzing broad macro-economic...]]></description><link>https://www.claritycap.com/post/the-shortage-of-financial-assets</link><guid isPermaLink="false">5e11b3cebe98780017eb434f</guid><category><![CDATA[Global Trends]]></category><pubDate>Wed, 01 Jan 2020 10:04:57 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/nsplsh_4878786d4b777655626749~mv2_d_4263_5329_s_4_2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Sweden - A Sign of Things to Come?

]]></title><description><![CDATA[Eran Peleg, CIO December 23, 2019 Sweden, one of the first countries to experiment with negative interest rates, just became the first to...]]></description><link>https://www.claritycap.com/post/sweden-a-sign-of-things-to-come</link><guid isPermaLink="false">5e11b3158863e2001774779d</guid><pubDate>Mon, 23 Dec 2019 10:00:23 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/67ef45_7d48da5ad2bb4bd293c43c04253c9416~mv2.jpg/v1/fit/w_800,h_628,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item><item><title><![CDATA[Stranger Things
]]></title><description><![CDATA[5 Things in Today’s Financial Markets That Run Counter to Long-Standing Financial Logic 1. Bonds offer negative yields Although the...]]></description><link>https://www.claritycap.com/post/stranger-things</link><guid isPermaLink="false">5df8ac609520ff00173bb024</guid><category><![CDATA[Economic Growth]]></category><pubDate>Thu, 12 Dec 2019 12:34:26 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/5229b1bab37f4162a34029310a20efbc.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Eran Peleg, CIO</dc:creator></item></channel></rss>