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Commentaries & market updates.
Interest rates are at 20-yr highs, yet unemployment is at 50-yr lows, core-PCE is near 30-yr highs, and Wall Street …
We believe Powell will “keep at it”. But we also believe he has misdiagnosed the 1970’s inflation, and his policy …
In 1H22 societies, economies & markets around the world were shaken by the actions of unelected policymakers in Russia (Putin-war), …
It’s the Fed’s “hold my beer” moment. After more than a year in which Federal Reserve leadership appeared clueless, pollyannish, …
For the last 5+ years, our Key Themes (& portfolios) have been guided by our “2001 Analog” (pg-2). For the …
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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 …