Blog Archives

Only a few months ago, bond gurus were saying we are finally on trend to higher interest rates, and now, here we are under 3% on the thirty year bond again, at the lowest yield of 2017 so far. The picture … Continue reading →

Often, we’ll hear from clients about articles in the media on market and economic topics, which we find to be wildly wrong, nonsensical, or speculative at best. This post is a reminder that journalists are not economists; they are not … Continue reading →

Last week, President Trump signed an order asking for a review of the Dodd Frank regulatory law. This law, about 24,000 pages of regulations evolving over multiple years, has commonly been vilified for holding back the economic recovery after the credit … Continue reading →

Last time we addressed value, we wrote about Penney. That’s a tough nut to crack, value-wise. Anything that’s losing money but will make money eventually is a tough valuation case. This time, we’ll talk numbers, using a couple actual stocks … Continue reading →

Last night’s historic electoral upset (not the first for the US, but surprising all the same) is still in the digestion phase, and will be for some time. Markets, however, wasted no time adjusting to the new reality, at least … Continue reading →