Tag Archives: policies

  • Fast Forward One Year

    What a difference a year makes.  Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the following 8 weeks.  At the same time, Japan and a number of European countries initiated […]

  • Interesting Times…..

    As Chinese New Year celebrations wind down, it’s fitting to recall an expression that has been attributed to the Chinese for generations. The expression “May you live in interesting times” has an origin that is, ironically, interesting itself. Regardless of its origin, upon closer examination, the expression seems not to be a blessing at all, […]

  • Summer Lull

    If you slipped into a coma on August 1st and just regained consciousness on August 31st, you might have looked around and thought that you really didn’t miss much while you were out cold.  The world’s capital markets were sitting right about where they started.  The S&P 500 traded in a very narrow range with […]

  • Trends vs. Logic

    Data or Demand? In case you haven’t noticed it yet, there’s a serious election going on right now.  Votes are being cast day after day, and the message seems pretty clear: buying American stocks, bonds, and real estate is how investors are voting with their money.  We very well could be looking at the fifth […]

  • Knocked Down but Not Out

    Markets have been treated like a punching bag over the first half of the year, taking blow after blow from a host of issues. The utter collapse in commodity prices wreaked havoc across world markets that struggled to adjust to the rapid change. The surging U.S. dollar hurt large U.S. multinational companies who found it […]

  • BREXIT, ETC.

      “Things done well and with a care, exempt themselves from fear.” Henry VIII, Act 1, Scene 2. There are a lot of things to fear in the world today. The news headlines alone can churn your stomach: terrorist attacks by groups like ISIS can occur anywhere, provocative missile testings by aggressive nations like Iran […]

  • March Madness

    Soothsayer: “Beware the ides of March.” Caesar: “What man is that?” Brutus: “A soothsayer bids you beware the ides of March.”    Julius Caesar Act 1, scene 2 March is usually a month of change. Winter’s cold gives way to the first hints of spring, and we make the rounds in our homes changing the time […]