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Library

Weekly Missives

Inflation and Fiscal Policy (4-22-24)

A Periodic Correction (4-15-24)

The Trade Deficit in Perspective (4-8-24)

Happy Me! Happy You? (3-25-24)

Drilling Down on Inflation Numbers (3-18-24)

Is Fusion Still an Illusion? (3-11-24)

Market Musings

Apr-24: Does Freedom Make a Difference to Quality of Life?

Mar-24: Upsetting the Normal Business Cycle

Feb-24: The Year of the Election

Jan 24: Is China Really Our Enemy?

Dec 23: Inflation: The Winners and the Losers

Oct-23: Is Direct Indexing Another Name for Portfolio Insurance?

Quarterly Review

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

Q4-23: A Look Back; A Look Ahead

Q3-23: Is It Darker Just Before Dawn?

Q2-23: A Return to Normalcy

Q1-23: The Financial Impact of the Pandemic and Beyond

Q4-22: Looking Back, Looking Ahead

Q3-22: Deflating the Great Self-Induced Bubble

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    Recent Perspective

    Q4-23: A Look Back; A Look Ahead

    Although we were among a minority of forecasters, we accurately predicted that there would not be a recession in 2023. Not only did we state that expectation, but we also provided the rationale for the forecast!

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