Library
Weekly Missives
A Lesson from War of the Worlds (3-16-20)
Volatility Continues to Impact Financial Markets (3-9-20)
The Coronavirus and the Global Economy: Part II (3-2-2020)
The Coronavirus and the Markets - An Update (2-25-2020)
Another Look at Supply-Side Economics (2-24-2020)
Drilling Down on the Competition (2-19-2020)
Market Musings
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
America is Great...Still! (Q3-19)
The Decade Long Economic Expansion (Q1-19)
A Tale of Two Equity Markets (Q4-18)
The Fiscal Policy Roller Coaster and the Record Bull Market (Q3-18)
Recent Perspective
Getting Back on Track (Q4-19)
One year ago, we made the following forecasts about the global economy and financial markets. Here is what we expected (with follow-up commentary):
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