Wednesday, April 6, 2022
The most recent year-over-year Consumer Price Index (CPI) came in March 10th at 7.9% - the highest inflation reading since the early 1980s. What are the chances that inflation continues much higher? What are the chances inflation moderates
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Wednesday, March 9, 2022
A good friend and client asked me the other day how I was handling all of the volatility in the stock market. Here’s the macro environment as I see it.
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Monday, September 25, 2017
The cobra effect, a phenomenon described by German economist Horse Siebert in his 2001 book of the same name, occurs when an attempted solution to a problem actually makes the problem worse in an instance of unintended consequences. It...
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Monday, September 4, 2017
When I started telling clients that we were going to be putting out a quarterly newsletter, the first thing people asked was, “Are you going to be doing it yourself or is someone else going to do it for you?” I could tell...
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Sunday, August 27, 2017
A few years ago, starting just after the financial crisis hit the US Stock Market, the European Union went into a crisis that threatened the future of the EU. Greece, Portugal, Spain, Italy… remember that? The crisis finally...
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