September 2017 Newsletter
Tax Policy, Class Struggle, Politics and Economics The broad layout of the new Republican tax plan is out. Don’t spend your time drilling down or getting excited about implications...
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November 2017 Newsletter
Heads up. There is a relationship between the value of stocks and interest rates. And, this relationship is probably different than you think. When yields on treasury bonds are extremely...
October 2017 Newsletter
Be less anxious. While global growth has been tepid, during this period corporations have remained focused on lowering expenses and thereby enhancing returns to shareholders. Due to worldwide Quantitative Easing...
Changing Investment Styles and the Economic Cycle
Changing Investment Styles and the Economic Cycle Monitoring the rate of change in the business cycle (ups and downs) is an important part of enhancing or reducing the risk...
Advanced Optimism and the Need for a Healthy Correction
Advanced Optimism and the Need for a Healthy Correction Has the market become too optimistic? The fact that analysts are asking this question suggests that fear of piling on has...
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...