March 6, 2022March 6, 2022Opinions Equities & Profits a Bigger Chunk of Economy The equity market looks expensive and is expensive, but it is worth […]
February 26, 2022February 27, 2022Opinions Bond demand and the hybrid portfolio This year has been a difficult start for 60/40 equity/fixed portfolios. Equity […]
February 17, 2022February 17, 2022Opinions Deficit Financing and Rising Rates – No Problem Interest rates are on the move everywhere and in the US real […]
February 11, 2022February 11, 2022Opinions Disinflation and the Fed – An Animation Inflation is the driving force in the Fed’s playbook and the latest […]
February 5, 2022February 5, 2022Opinions January Jobs and a Fed on Edge We know the US job market is strong, but the chart here […]
January 28, 2022January 28, 2022Opinions Not Everything is Priced In Fed Chair Powell closed the loop on a more hawkish pivot that […]
January 20, 2022January 22, 2022Opinions Goods Inflation Offers Little Relief Global supply chain pressures remain around record highs and while other measures […]
January 15, 2022January 15, 2022Perspectives Taking Off the Training Wheels • Abundant liquidity is poised to fade, monetary policies will tighten, and […]
December 16, 2021December 17, 2021Opinions Safeguarding the Soul The sugar high of monetary stimulus has become ever sweeter as inflation […]
December 9, 2021December 9, 2021Opinions A Burst of Freedom Real interest rates are too low and if you believe this then […]