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Biden’s Housing Gambit

The “transitory” inflation swamping the country has stubbornly persisted into July. This week it was announced that producer prices posted ...
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2Q21 Review & Strategy Update

Our 2021 Key Themes remain intact with an emphasis on Theme #2 Big Turns Take Time. In the past year, ...
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How Transitory is Transitory?

What exactly is “transitory?” You and your wife may disagree on its meaning when your old friend asks if he ...
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Inflation Crashes The Party

It’s dawning on many investors that our post-Covid financial problems may not be as easily solved as Washington claims. The ...
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1Q21 Review & Strategy Update

Headed into 2Q21, we believe cyclically sensitive sectors/regions are due for a breather while Gold stock leadership is set to ...
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You Wanna Buy a Bridge?

Recently, a piece of collage art entitled “Everydays: The First 5000 Days,” by an artist known as Beeple, sold at a Christie’s ...
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