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Let’s Get Fiscal

The equity market is not the only thing hitting an all-time high. US federal debt held by the public ended 2020 at $21 trillion, up from $9 trillion at the end of 2010. The Congressional Budget Office’s baseline projection for federal debt released in February 2021 incorporated the major Coronavirus-related relief bills – the $2 … Continue reading Let’s Get Fiscal

Democrats Take Georgia

On January 5th, 2021, Democrats unexpectedly swept the Georgia Senate runoffs, securing the Senate majority for the Democrats and returning unified Democrat control to Washington for the first time since the first two years of the Obama administration. Despite indications that the race was narrowing, the market had expected Republicans to maintain Senate control. There … Continue reading Democrats Take Georgia

Managing Portfolios During the Most Unique Election of Our Time

We examine four possible Presidential election outcomes and the effect on our portfolios. Every four years, as the presidential election approaches, there is typically a certain level of anxiety investors feel.  The anxiety revolves around the uncertainty inherent with any election.  The usual worries being:  Who will win?  What will be the agenda for the … Continue reading Managing Portfolios During the Most Unique Election of Our Time

The Sentiment Virus

After a strong 2019, 2020 appeared to be a promising year.  Unemployment was at a record low, and wages were growing at a faster pace than almost any other time during the decade long economic expansion.  Interest rates were low, consumer credit showed little signs of stress, and the consumer was financially healthy.  2020 was … Continue reading The Sentiment Virus

The Great Normalization

Over the past 20 years, a series of events starting with the bursting of the internet bubble led to the unprecedented environment we find ourselves in today.  We started with “The Great Internet Bubble” followed by “The Great Housing Bubble” then “The Great Credit Bubble” then “The Great Commodities Bubble,” resulting in “The Great Recession,” … Continue reading The Great Normalization