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Library

Weekly Missives

Looking Around the Corner (5-18-20)

The Coming-Out Party (5-11-20)

Will "April Showers Bring May Flowers?" (5-4-20)

Looking on the Bright Side (4-27-20)

Ignoring Economic Statistics (4-20-20)

The Federal Reserve and the Safety Net (4-13-20)

Market Musings

May-2020: The Importance of Investing for the Long-Term

April 2020: Turning Points

March 2020: Is Quantitative Easing Enough?

February 2020: The Trillion Dollar Deficit

January 2020: Is Social Security Going Bankrupt?

Market Musings Volume II - 2019

Quarterly Review

A timely review of global financial markets that can influence the structure of client portfolios.

Getting Back on Track (Q4-19)

America is Great...Still! (Q3-19)

Is Capitalism Back? (Q2-19)

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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