The Schizophrenic Market

The market pundits on CNBC, Bloomberg, Fox and other media networks swing back and forth day by day and sometimes hour to hour on virtually each and every one of... Continue reading

Patience Will Be Rewarded

The global economic and financial landscape has rarely been better but the market pundits and media would rather you think differently. They focus on perceived negatives as they do not... Continue reading

Quiet the DC Chatter

Rarely has the global economic and corporate backdrop been so good only to have the financial markets held back by the needless, sometimes reckless, chatter out of Washington. While few... Continue reading

Spring Forward

Quarterly economic growth has been a proverbial accordion over the past few years; accelerating a few quarters than decelerating only to reaccelerate once again. First quarter growth is typically the... Continue reading

Trump Is Just Being Trump

Trump ran a populist campaign pledging to “Make America Great Again” with his pro-growth, pro-business, America First agenda including tax reform, regulatory reform, trade reform, an infrastructure program and a... Continue reading

The Die Has Been Cast

The financial markets seem locked in a tug of war amongst a goldilocks global economy, accelerating growth with muted inflationary pressures, and geopolitical risks. This has led to rising volatility... Continue reading

Clouds Lift

We entered the week with fear and trepidation around trade tariffs, upheaval in the White House, a reduction in monetary ease abroad, the Beige book, and a possible overheating job... Continue reading