Christmas Comes Early
2 Dec 2018
The financial markets had one of their best gains last week anticipating that Fed Chairman Powell would moderate the Fed’s view on future hikes in the funds rate at his... Continue reading
Insights
Looking Towards 2019
9 Dec 2018
2018 began with a bang with investors optimistic that synchronous global growth would accelerate; inflationary pressures would build, albeit slowly; monetary authorities would become less accommodative, including the Fed; interest... Continue reading
Looking Into the Abyss or Over the Valley
26 Nov 2018
The global financial markets are holding their breath waiting the outcomes of President Xi and Trump’s meeting this week in Buenos Aires on trade followed by the Fed decision on... Continue reading
Time To Recalibrate
18 Nov 2018
A successful investor must have a global perspective. Last week we talked about the Fed having to broaden its mandate to consider the impact of its policy decisions not just... Continue reading
The Election, Fed, Global Economies and Inflation
11 Nov 2018
US elections took place last week. Republicans held on to the Senate while the Democrats took control of the House, as anticipated. The global markets rallied until Thursday when the... Continue reading
Follow Buffett’s Lead
4 Nov 2018
We were going to title this week’s blog “What’s Wrong With a Strong Economy (especially if inflationary pressures were contained)?” until we read Berkshire Hathaway’s third-quarter filing. Buffett purchased nearly... Continue reading
Time To Pause
28 Oct 2018
The financial markets fear an overzealous Fed looking in the rear-view mirror rather than the windshield. The Fed’s mission is to promote non-inflationary growth. Maybe it is time for them... Continue reading