January Market Commentary

Will 2021 Be a Good Year for Investments? We have finally closed the books on 2020, and for most people it couldn’t have come soon enough.  With all of the volatility from the economic impact of COVID-19 during t...

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The Election and The Economy

The Election and The Economy

Election “Markets” If the U.S.A. Were a Business A Functional Democracy Last month’s commentary looked at economic indicators that may be useful in determining the likelihood of which party will win the presidential election t...

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Electionomics

Electionomics

In an election year, if the S&P 500 Index ended the month of January higher, the index ended the year in positive territory eight out of eight times. January ended the month up 4.4%. Since WWII, Ronald Reagan is the only president to be...

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Europe Crisis Round 2?

Europe Crisis Round 2?

Italy and the European Union as a Whole Are Too Big To Bailout Key Indicators are Showing Rising Levels of Stress in the European Union’s Financial System Signs of a Slowing Eurozone and Possible Recession The problems of sovereign de...

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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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