Insights

Self-Inflicted Wounds

What a week! The President’s firing of FBI Director Comey reverberates everywhere An internal memo from Comey suggests that the President may have compromised his position by asking the FBI... Continue reading

On the Verge of Great Things Only if…

The markets are churning within tight ranges unable to break up or down, as there is so much good happening in the world that is being neutralized by politics in... Continue reading

Warren and Charlie Take Center Stage

While it was a fact-filled week, the most interesting news came from the Berkshire Hathaway Annual Meeting held Saturday in Omaha. Warren Buffett and his partner Charlie Munger make so... Continue reading

The Next 100 Days and Beyond

If the financial markets are discounting mechanisms for future results, why is so much attention paid by the media, the pundits and the markets themselves to Trump’s first 100 days... Continue reading

No Need for Pessimism

Why is everyone so pessimistic? After all… IMF has raised its forecast for global growth from 3.1 % in 2016 to 3.5 % for 2017 and inflationary expectations remain muted.... Continue reading

Change Is a Process So Be Patient

The premise for Trump’s rise to the Presidency was his desire to change the political direction of our country — “To Make America Great Again” and to put “America First”.... Continue reading

Trump Adapts Foreign Policy Agenda

While it was an eventful week with everything from the Fed notes on Wednesday to the Senate confirmation of Judge Gorsuch to the employment data and finally to the meeting... Continue reading