Call to Action
10 Feb 2019
The global economies are in a synchronous slowdown. Unfortunately, there is not much more that the BOJ, Bank of China, ECB, Fed and all other major monetary bodies can do... Continue reading
Insights
What a Difference a Year Makes
18 Feb 2019
The financial markets began last and this year with a bang. However, there are significant differences, both positive and negative, that lead us to believe that this year will end... Continue reading
It’s Always Something
3 Feb 2019
A successful investor is a born cynic worrying more about downside risks than upside potential. Investing has only gotten more complicated over the years as we consider the intricacies of... Continue reading
The Stars Are Aligning
27 Jan 2019
Events of the week support our view that global economic growth may indeed accelerate later in the year as the BOJ, Bank of China, ECB and the Fed pushed panic... Continue reading
Adapting to Change
21 Jan 2019
As anticipated, all the pundits who have been bearish suddenly turned bullish after the market concluded one of the best weekly and monthly advances in nearly a year. Most of... Continue reading
Risk Back On
13 Jan 2019
What a difference a few weeks makes in our view of the economic landscape and outlook for the financial markets! While we still believe that the U.S. economy will slow... Continue reading
What A Difference A Day Makes
6 Jan 2019
The financial markets did a 180 Friday after a sensational labor report followed by Fed Chairman Powell’s opening comments prior to a panel discussion with two former Fed Presidents.
Powell... Continue reading