To paraphrase Larry Kudlow, Director of Trump’s National Economic Council, “A strong dollar connotes a strong economy”. Unfortunately, cracks in the global economy are appearing.
Our Fed has begun a... Continue reading
We are living in a period of rapid change—whether it is political, economic, financial, regulatory and/or trade. This informs our strategy of investing in companies whose management has the foresight... Continue reading
We fully anticipate blow-out results for second-quarter earnings reports this week. Managements will remain optimistic but also present a more cautionary outlook of the future due to the potential impact... Continue reading