November 2016 Newsletter
In this report I discuss politics by way of economic research and tackle some of the asset class implications of a Trump or a Clinton victory. Do you hate me...
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August 2016 Newsletter
August 2016 Newsletter Fear and Promise and the Equity Risk Premium: 2016 Relax; that is, become less taut. A recent survey by Credit Suisse has found that investors are far...
Late June 2016 Newsletter
Late June 2016 Newsletter Sometimes the equity research guys nail the bigger-issue: good news and bad news. At least that’s my attitude when they bring up a topic I’ve been...
June 2016 Newsletter
June 2016 Newsletter Regarding the stock market: The roller coaster ride continues to be a tug-of-war between TINA, There Is No Alternative to stocks and bonds, which promise positive returns...
April 2016 Newsletter
April 2016 Newsletter The Ball is in the Fed’s Court Account values are up nicely after the S&P 500 experienced two 14% corrections over the last six months; this is...
March 2016 Newsletter
March 2016 Newsletter Correlation of Oil and the S&P 500 is About to Deliver Hope Notes on the direction of oil and the equity markets: New data suggests that the...
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