Insights

Looking Towards 2019

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

Christmas Comes Early

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

Looking Into the Abyss or Over the Valley

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

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

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

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

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