Buckle Up

Posted on Saturday, December 17th, 2016

In the 1st Quarter of 2017 it will mark 8 years of the bull. Valuations are elevated to say the least but new policies from the White House and Republicans may give another boost to the market. A new resident at 1600 Pennsylvania Avenue can introduce risk to the market. A new leader in the… read more.

Bulletproof

Posted on Saturday, December 10th, 2016

If something cannot go on forever, it will stop. – Herbert Stein American Economist Herbert Stein was an American Economist who worked in several White House administrations and was, more famously, the father of the actor Ben Stein. (Ferris Bueller’s Day Off – “Bueller? – Bueller?”) If Mr. Stein were still with us he might… read more.

The Trump Rally Meets The Swamp

Posted on Saturday, December 3rd, 2016

The Trump Rally while rooted in ideology and investment theory is not necessarily rooted in reality. While tax reforms, reduced regulation and fiscal stimulus could make for a powerful combination stoking the economy and inflation it is not certain this combination will actually happen and if it does happen it will not happen for some… read more.