Responding to Change, Again!

The financial markets continued to rally big time last week as global tensions eased with the United States and China making meaningful conciliatory gestures.   Specifically, Trump postponed the imposition... Continue reading

Investment Committee Webinar

We are looking forward to holding our inaugural “Investment Committee” webinar on Monday, September 16, 2019, from 8:30 am – 9:15 am EST.   We will begin the webinar with... Continue reading

Hope Springs Eternal

Global tensions ratcheted down this past week which led to rallies in all financial markets, a slightly steeper yield curve, a decline in the dollar, and higher commodity prices except... Continue reading

The Great Refinancing Cycle Is Upon Us

All we keep hearing is that the precipitous decline in our interest rates means a dramatic economic slowdown/recession is on the horizon in the U.S. Nope! Au contraire. Our longer... Continue reading

Trump Tweets While the World Burns

Trump and his team just don’t get it! It’s their trade policy that is responsible for grinding global growth to a halt. Can you imagine business-planning: capital spending, hiring, and... Continue reading

Thinking Out of the Box

As we discussed in last week’s blog “Race to the Bottom” traditional means of stimulating economic growth are no longer working and are, in fact, backfiring from their real intent. ... Continue reading

The Race to the Bottom

Monetary authorities around the world are using an old playbook: lowering interest rates and the value of their currency in the hopes of stimulate growth in their region. Unfortunately, it... Continue reading