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2nd Quarter Economic Review: Perseverance II – Who Are You Going To Believe?
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Silicon Valley Bank Update
Silicon Valley Bank Update - Whitepaper
Hurricane Ian – Perseverance
Our headquarters is in Venice Florida. In late August we were hit by Hurricane Ian. Prior to Ian, Venice never suffered serious hurricane damage. Why? I have heard just about every crazy hurricane theory/reason; from offshore Indian burial grounds to weird...
Q2 Economic Review: Patriots In The Fog
Download Our Latest Whitepaper HERE COVID-19: Our Yorktown Battle Think back to the American Revolutionary war and The Battle of Yorktown which proved to be the decisive engagement of the war. The British surrender forecast the end of British rule in the colonies and...
4th Quarter Economic Review: Stay on Target & Beware of the Biases
Stay on Target - Beware of the Biases (To download a printable pdf of this white paper, click HERE). You remember the climax of the first Star Wars movie... Luke Skywalker is in his X Fighter, zooming on to a runway with the target that, if hit, will destroy...
Disco Inferno: Inflation Hot!
Disco Inferno - Inflation Hot! Are We Going Back to the 70's? (To download a printable pdf of this white paper, click HERE). Back in the 70's The last time the USA had crippling inflation was in the late 1970s when Managing Partner and Co-Chief Investment Officer,...
Are We There Yet?
The Look of Recovery in a Post-Pandemic World (To download a printable pdf of this white paper, click HERE). Many of us have experienced it. You are driving to Florida and the kids can’t wait to see the Magic Kingdom. They have been marking the days on their...
FourThought’s Fourcast Q1 2021
https://vimeo.com/511274618 Enjoy our short video with highlights of our economic analysis and commentary for the first quarter of 2021. For in-depth information download our free WHITEPAPER HERE.