Q3 2019 Commentary

The Economy, Impeachment, and Windows of Opportunity There have been a number of interesting developments within the financial markets over the past few months, and despite...

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Structural Challenges Facing U.S. Fiscal Policy

Structural Challenges Facing U.S. Fiscal Policy

The biggest challenge facing U.S. fiscal policy is not just cutting $1.2 trillion in the deficit, it’s the structure of our current fiscal policy Mandatory government spending has increased from 33% in 1962 to 61% in 2010 Interest pay...

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Sorting Through a Sovereign Default

Sorting Through a Sovereign Default

A look back at the Russian default of 1998 The impact of the prior crisis on the United States stock markets How the economic backdrop affects our decisions today The volatility seen in the stock markets this year has been quite high with v...

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Europe, the Ghost of 2008’s Crisis

Europe, the Ghost of 2008’s Crisis

A look back at the 2008 U.S. Financial Crisis Current European Debt Crisis Volatility’s Impact on U.S. Financial System In looking back at the 2008 U.S. financial crisis we can draw some similarities with the current situation in Euro...

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Following in Japan’s Footsteps

Following in Japan’s Footsteps

Domestic and International Economic Challenges\ A look into Japan’s Lost Decade Investment Opportunities Within a Slow Growth Economy Economic Challenges – By Michael Ball Over the past few weeks, the financial markets have been...

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Risk On/Risk Off

Risk On/Risk Off

Review of recent market action Investors flock to safe havens Thoughts on a possible recession The market action over the past few weeks has been downright awful.  In fact, if you look at the performance over the past four weeks, with the ...

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