Investment Committee Meeting (October 26th 2020)

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Looking Beyond the Wall of Worry

Markets hate uncertainty, but that’s about to change as we will soon know who will be President in a few weeks. We will know if there’s a new stimulus bill... Continue reading

World Awash with Liquidity

Global monetary bodies and government stimulus programs have added trillions to global liquidity that has not been used by the real economy. This excess liquidity has boosted risk assets while... Continue reading

Markets Enter New Phase

The financial markets have been driven by the coronavirus, Fed policy, government stimulus, and politics up to now, but a change is in order.   We now see an earnings’... Continue reading