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2Q23 Update & Outlook

Interest rates are at 20-yr highs, yet unemployment is at 50-yr lows, core-PCE is near 30-yr highs, and Wall Street ...
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2023 Outlook & Strategy Update

We believe Powell will “keep at it”. But we also believe he has misdiagnosed the 1970’s inflation, and his policy ...
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Washington D.C. Goes Full Orwellian

An audacious communications campaign from Democrats in Washington is currently underway that is attempting to convince the public that: There ...
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2Q22 Review & Strategy Update

In 1H22 societies, economies & markets around the world were shaken by the actions of unelected policymakers in Russia (Putin-war), ...
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The Fed Girds for Battle

It’s the Fed’s “hold my beer” moment. After more than a year in which Federal Reserve leadership appeared clueless, pollyannish, ...
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1Q22 Review & Strategy Update

For the last 5+ years, our Key Themes (& portfolios) have been guided by our “2001 Analog” (pg-2). For the ...
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