Presidential Election

Walls of Worry

October 26, 2016

There is an ample supply of angst across the nation: in markets, commodity prices, and among voters. No one lately has self-reported that they are happy across any broad [...]

Are You Angry?

October 5, 2016

Are you angry? Do you know people who are angry? Do you know anyone who isn’t? This is a bit of a departure from my normal investment and economic missive, but I [...]

Fear and Greed

September 28, 2016

In an effort to gauge the level of frothiness in stock prices, we periodically like to analyze the stocks within the S&P 500 to determine the characteristics of the best- [...]

The Debt Bomb

September 21, 2016

A couple times each year the Congressional Budget Office, which is a non-partisan government agency, releases its federal government budget projections for the next ten [...]

Rotation Afoot?

August 31, 2016

The trading thus far in the third quarter has been starkly different from that in the first half of the year.  In the first half, the sectors that offer relatively high [...]

Brexit Passed!

June 24, 2016

Yesterday, in a repudiation of the status quo, British citizens voted to leave the European Union.  The vote for independence was due to frustration over EU restrictions on [...]