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.

The Market’s Violent Transition

Posted on Saturday, November 19th, 2016

There are decades where nothing happens; and there are weeks where decades happen.”  ― Vladimir Ilyich Lenin This was another busy week for the markets in the aftermath of the Trump victory. There has been a sea change in the outlook for markets going forward which is much more predicated on the House, Senate and White… read more.