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...
Economic Recovery
Our View: Inflation – Targets Can Shift Or Be Moved. Know How To Separate The News From Noise
Download Our Latest Whitepaper HERE If you recall from our Fourth Quarter Economic review, our topic was Stay on Target. At the end of the newsletter we stated, “Targets can shift or be moved” and “we need to know how to separate the news from the noise.” As we have...
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...
Changes We’re Making in This New Season
(To download a printable pdf of this paper please click here.) To say a lot has changed in the last three months is an understatement. In our last white paper, “Don’t Sound the Alarm Until You See the Whites of their Eyes,” we drew the analogy of “wolves” out in the...
Which Way to Economic Recovery?
What are the markets and investments going to do over the next 12-18 months? Most financial advisors will respond, “No one can know, so just stay the course.” At FourThought Private Wealth, we think this is a cop-out. We agree that no one can see the future, but that...
The Yogi Berra Approach to Forecasting an Economic Recovery
One of the most popular philosophers in the modern era was born on May 12, 1925. He served in the United States Navy during the Normandy landings during World War II, a role which earned him a purple heart. He also played professional baseball. His quips about life...