“War, What Is It Good For?”
First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t
Can US Consumers Afford Inflation?
The Full Story: The COVID stimulus-response awoke inflation. Russian aggression aggravated inflation. Deglobalization trends have augmented inflation, while energy legislation preferences have established inflation susceptibilities.
Assessin’ the Risk of Recession
The Full Story: After smooth sailing in 2021, the recent market volatility has astute investors reopening their economic textbooks. The economic headlines do feel extreme:
Low Valuations and Patience Pay
The Full Story: Markets often begin the year with powerful crosscurrents as strategists refresh their models. The cacophony of hawkishness blasting out of the Fed
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
Take this Job!
The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2
Inflation Inflammation
The Full Story: The markets ended September on cue. With a thud. We projected that the market’s Pavlovian tendencies and September’s dismal historic track record
Not The Worst Birthday Present Ever…
The Full Story: Monday afternoon, I was minding my own business and enjoying my birthday away from the office when the news feed on my
“War, What Is It Good For?”
First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t
Can US Consumers Afford Inflation?
The Full Story: The COVID stimulus-response awoke inflation. Russian aggression aggravated inflation. Deglobalization trends have augmented inflation, while energy legislation preferences have established inflation susceptibilities.
Assessin’ the Risk of Recession
The Full Story: After smooth sailing in 2021, the recent market volatility has astute investors reopening their economic textbooks. The economic headlines do feel extreme:
Low Valuations and Patience Pay
The Full Story: Markets often begin the year with powerful crosscurrents as strategists refresh their models. The cacophony of hawkishness blasting out of the Fed
The Taxman Cometh, But Maybe Not For You
Third Quarter 2021 The Taxman Cometh, But Maybe Not For You For sure the taxman in America today is not as egregious as the Beatles
Take this Job!
The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2
Inflation Inflammation
The Full Story: The markets ended September on cue. With a thud. We projected that the market’s Pavlovian tendencies and September’s dismal historic track record
Not The Worst Birthday Present Ever…
The Full Story: Monday afternoon, I was minding my own business and enjoying my birthday away from the office when the news feed on my
