Insights & Thoughts
Reading the Fed’s True Intentions
For those of us that pay close attention to the central bank’s policies and the expert’s interpretation of those policies, you’d think that a global...
Mixed Messages
In normal times, which we haven’t seen in over a decade, the markets would look at unemployment solidly under 4%, GDP above 3% and inflation around...
Tennis Anyone?
One of the more comical images is the crowd at a tennis match; hundreds of people swinging their heads in perfect unison for hours. Synchronized...
The Christmas Bear, Part 2
In our last newsletter titled “The Christmas Bear”, we outlined the issues that we felt were driving the high levels of volatility in the stock...
The Christmas Bear, Part 1
The past few months have been less than kind for stocks, but December has been outright awful. As with any newsworthy selloff, the pundits have been...
Hitting the Wall
We’ve been saying for a while that one of the big headwinds facing the stock market was going to be higher interest rates. But despite strong...
This Means War (Maybe)
As we noted in our last newsletter, the volatility that had returned to the stock market this year has been principally driven by the specter of...
This Means War (Maybe)
As we noted in our last newsletter, the volatility that had returned to the stock market this year has been principally driven by the specter of...
Keeping Up With the Tax Code
With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in...
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