Financial Insights

The Positives Now Outweigh the Negatives for Stocks

It won’t take much for equities to react positively if earnings only meet expectations rather than beat them....
Read More >

The Bull Case For Stocks Is Compelling

An economic slowdown might actually extend the life of the expansion and the bull market in equities....
Read More >

A Looming Bear Market in Stocks? Don’t Bet on It

Protracted downturns largely occur when the economy lapses into recession, yet most economists don't see that happening until 2020, if then....
Read More >

The U.S. Economy Deserves a Lot More Credit

Interest rates are likely to work their way higher and the yield curve will continue to flatten, which shouldn’t be troubling....
Read More >

The Fed Will be Vindicated on Wage Inflation

The macroeconomic implications of a more efficient labor market are profound....
Read More >

Stocks Rally as Washington Burns and That’s Not Odd

Investors are aware of the political news, but know that it matters only to the extent it undermines growth....
Read More >

Contact Us Today!




    I am interested in


      Investment and Wealth Commentary
      Delivered to Your Inbox Weekly