Thought Leadership Archive
Russia’s invasion of Ukraine this morning has made a somewhat murky geopolitical picture even more so. What does this conflict mean for global investors, US citizens, and their pocketbooks? While that might seem cold given the…
At the risk of sounding like a broken record, a cliché which will completely vanish from use and comprehension in roughly three decades, successful societies and economies have the following 3 characteristics: 1) strong adherence to…
This week, the Bureau of Labor Statistics (BLS) announced the Consumer Price Index (CPI), the most commonly used inflation gauge, surged 7.5% for the 12 months ending this past January. That was/is the highest level since…
Although we are just a little more than a month into the new year, I have already received more questions about international investments than I did all of the previous two years combined, maybe three. It…
At the end of 2020, there was a glimmer of hope we would get back to some sense of normalcy. The contentious election was behind us. Vaccines had just started to hit the streets. The Congress…
Perhaps it is appropriate Groundhog Day is next week, because there was a distinct feeling of déjà vu this past week. Obviously, this is in reference to the movie of the same name in which the…
This past week, I made two lunch presentations about the economy and the markets. If you read last week’s edition of this newsletter, you can imagine some of the bullet points and soundbites I gave. Yes,…
Two weeks into the new calendar year, and feels like all heck has broken loose. There has been a lot of red ink in the US financial markets. Stocks, bonds, currency? Take your pick. US dollar-denominated…
There is absolutely no shortage of topics on which to bloviate this week. From the minutes of the December 15th FOMC meeting roiling the markets, to the observations of the January 6th riot, to the Russians…
At the start of it, had you told me 2021 was going to be almost as bizarre as 2020, I wouldn’t have believed you. How could it possibly? The key word here is almost, as, in…