Click here to view a PRINT VERSION of this article. We have long known that 2019 held the potential to be somewhat of an IPO extravaganza – a year in […]
Do the Recent Yield Curve Inversions Guarantee a Recession?
Click here to download a PRINT VERSION of this article. Since 2006, the only inversions investors studied were inversions involving multi-national companies relocating their headquarters and legal residence to countries […]
Sell the News – The US Dollar and Multi-Asset Class Investing
A market saying is to “sell the news”, implying that by the time news is released, it is already priced into an asset’s price. Exhibit A: On January 24, 2018, […]
Are We In A Trade War?
Towards the end of the first quarter, the U.S. slapped tariffs on imported steel, aluminum, solar panels and washing machines. At first it was on all countries. Then several countries […]
“The Merry Minuet”
The cold war era song by the Kingston Trio “The Merry Minuet”1 was first performed in San Francisco at the hungry i nightclub almost 60 years ago. It started like […]
Wealth Effect
The first quarter started off with a bang…a new president with new policies and a raise in the interest rates with promises of more to come. On top of that […]
What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare
We believe a number of asset classes, sectors, and industries will experience tailwinds from the incoming administration.