Insights

Trump’s Reflation Agenda Gets Accelerated

The Affordable Care Act was put on hold Friday, as the Republican controlled House could not agree amongst themselves to bring it to a vote. So the bill was pulled... Continue reading

Monetary Authorities Staying One Step Behind

The BOJ, ECB and the Fed have now spoken, maintaining overly easy monetary policies permitting the global economies to continue to pick up momentum. The reflation trend is alive and... Continue reading

“We’re Just Getting Started”

Gary Cohn, President Trump’s Head of the National Economic Council and former Vice Chairman of Goldman Sachs, stated those words after the February employment report was released on Friday. It... Continue reading

Fed Will Remain One Step Behind Supporting Reflation… For Now

While it was a very eventful week from Trump’s address to Congress to strong data points both here and abroad to changes in China’s financial leadership and more, the key... Continue reading

Do What Warren Does, Not What He Says

Warren Buffett’s letter with the 2016 Annual Report of Berkshire Hathaway came out Saturday morning. I rushed to open and read it like so many millions of investors to hear... Continue reading

“Get On Board Or Get Run Over”

“Get On Board Or Get Run Over” Spoken like a true diplomat, NOT, but those were the words spoken from our President this past Thursday at his first press conference.... Continue reading

Free and Fair Trade

“Free and Fair Trade” Those were not the words out of Donald Trump’s mouth but were spoken by Prime Minister Abe during a joint press conference Friday after the initial... Continue reading