Insights

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

Midcourse Adjustments

21 Oct 2018
It behooves you when living in a VUCA (volatile, uncertain, complex and ambiguous) environment to be open-minded and make midcourse adjustments while not altering your long-term view unless needed. You... Continue reading

Buffett Likes A Bargain

15 Oct 2018
Do you believe that a 3.20% 10-year bond yield alters Buffett’s preference for stocks over all other asset classes? Not a chance! It’s not even close that bonds compete with... Continue reading

Global Rates Are Finally Rising

8 Oct 2018
It is ironic that the financial markets are suddenly concerned with rising rates and steepening yield curves when the biggest fear all along has been flattening or inverting yield curves,... Continue reading

Investing Through Uncertainty

1 Oct 2018
The hearings surrounding the nomination of Judge Kavanaugh to the Supreme Court as well as Federal Reserve Chairman Powell’s press conference remind us, yet again, that we live in a... Continue reading