Balancing Both Sides: Using Both Sides of your Balance Sheet
March 08, 2018
BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET Download full commentary here: “Neither a borrower nor a bad credit loan lender be, for…
Surprise! Earnings are good and valuations are better.
February 23, 2018
Surprise! Fourth quarter results have been reported by roughly 80% of the S&P 500 and so far they are good. With 412 companies reporting (as…
Were our fears inflated?
February 19, 2018
Were our fears inflated? Nothing like a little play on words to end the week. You might think we are referring to the equity market…
It’s my party and I will cry if I want to…
February 09, 2018
“It’s my party and I’ll cry if I want too…Cry if I want to….You would cry too if it happened to you!” You can almost…
The Return to Normal
February 06, 2018
THE RETURN TO NORMAL Download full commentary here: THE RETURN TO NORMAL With the opening this morning, the S&P 500, and most other major equity…
Is it hot in here, or is it just the bond market?
February 05, 2018
Is it hot in here, or is it just the bond market? I remember a time when generating jobs was a good thing. Apparently, we…
Buy American!
January 26, 2018
Buy American! That is the message that President Trump and his economic team are broadcasting at the World Economic Forum in Davos, Switzerland this week. …
Q1 2018 Quarterly Outlook
January 26, 2018
In our Q2 2017 Outlook published in April we shared our enthusiasm that after years of sluggish growth and an anemic consumer and business cycle,…
Reading into the breakout a bit too much.
January 20, 2018
They are calling it a “breakout” which is hard to say with a straight-face in the context of still secularly low interest rates. That…
Resolving to be worth more than a Continental.
January 02, 2018
2017 has been a year of significant financial, political, social, and natural events too numerous to recount. These events caused us to witness both the…