Insights

Markets Climb On Wall Of Worry

16 Jul 2018
Don’t you wake up each morning expecting the worst? Don’t you expect Trump to put both feet in his mouth tweeting something nasty and antagonizing someone? And at the end... Continue reading

An Optimistic But Cautionary Outlook

9 Jul 2018
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

The Markets Hate Uncertainty

2 Jul 2018
The global economic recovery runs the risk of stalling out unless all the parties accept that there must be changes in trading patterns. They must reflect “real” open, fair and... Continue reading

Stay Focused On the Longer Term

25 Jun 2018
Despite excellent domestic economic conditions, a hike in projected future S&P 500 earnings reaching $180 per share by 2020, and unusually low interest rates with accommodative monetary policies, the US... Continue reading

Still Playing the Long Ball

18 Jun 2018
Quite a week! Trump left the G-7 meeting without signing off on the communiqué creating tensions with our long-term partners. Kim and Trump reached a deal on the denuclearization of... Continue reading

Buffett and Dimon Play the Long Ball

11 Jun 2018
Warren Buffett’s and Jamie Dimon‘s editorial in the WSJ, followed by their interview on CNBC on Friday, was another great learning experience from the best of the best for those... Continue reading

We’re Only In The Sixth Inning

4 Jun 2018
There is no one better to ask than Warren Buffett about investing. The same can be said for asking Jamie Dimon for his perspective on the global economy, the financial... Continue reading