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While the US basks in a moment of diminished stress – political shenanigans have abated, the Eurozone isn’t threatening to vacate its currency, America’s economy is puttering along, markets are good, and all the current wars are old wars as … Continue reading
Inflation, which was supposed to be surging by now, is so low and still declining, that our thesis that QE will not end imminently and interest rates won’t pop up much from here is looking like it has legs. After … Continue reading
Ever since the 2008/9 recession though certainly not for the first time in history, Americans have engaged in vigorous bank bashing, blaming the banks for the recession, and encouraging politicians to fine them, imprison their managers, and constrict their operations … Continue reading
After the latest display of Congressional dysfunction, will the economy flatten out, or not? Evidence is mounting that there won’t be much effect. Chrysler reported that people kept buying trucks – even more trucks than expected in fact. Factory indices … Continue reading
This blog is inspired by recent client comments about the certainty of a market plunge when Congress is unable to avoid a big mess around the upcoming debt ceiling negotiations. The thought, then, is to take money off the table … Continue reading