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...
Inflation
2022 1st Quarter Economic Review and Commentary: Take Me To The River
Download Our Latest Whitepaper HERE “No man ever steps in the same river twice. For it’s not the same river and he’s not the same man.” - Heraclitus Think of a river downstream from a dam release; when the water is released the river is filled with water and strong...
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...
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...