GDP

Behind the Curve?

March 23, 2016

In our March 9th Market Commentary ( What’s So Bad About a Little Deflation?), we discussed deflation and why central bankers across the globe have gone to great [...]

Irrational Exuberance?

May 21, 2015

We’ve stated repeatedly that a massive amount of stimulus has been required to generate GDP growth of just 2.0%-2.5% annually since the end of the Great Recession [...]

Taking Stock

April 22, 2015

For this week’s Market Commentary, we are taking an excerpt from our 1Q edition of The Farr View. We hope you will find this brief summary of our current mindset both [...]