10-year Treasury note

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 [...]

Hu’s On First!

January 20, 2011

Chinese President Hu Jintao is in Washington this week meeting with President Obama and members of Congress. While the meetings are reportedly cordial, there isn’t much [...]