Quarterly Commentary

Camp Transitory vs. Camp Persistent vs. Camp “Surely, you can’t be that sure” The debate about inflation and its implications for investors has been heating …

The Shortest Recession on record received the Most Stimulus on record, the result of a dire situation and reflexive response. The consequences of unleashing a …

Looking back at the first quarter of 2021, and at the economy of the last year, it feels as if the word “unprecedented” has lost …

2020 proved to be a year of challenge. In the space of twelve months, we experienced an impeachment trial, a global pandemic, a deep recession …

My comments are focused on the next three months. I’ve provided links to articles that expand on my views. There is a lot of near-term …

The investment strategy I am currently pursuing on your behalf is based on two questions: What is the probable financial outcome given both America’s and …