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October 4, 2018
The Bond Market Will Be The Bear That Crushes The Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well as global bond markets,...
September 27, 2018
Fed Raises Rates in Highly Anticipated Move
The FOMC decided to raise rates another 25bp to a high mark range of 2.25%. We applaud the continued move; however, we feel that we could be doing...
September 21, 2018
Markets Picking Up Steam?
We are going to keep this week’s letter short and to the point. We are sick and tired of the political charade that is ongoing in DC with the tariffs...
September 12, 2018
Debt Fueling GDP Growth as FAANGS Drive SP500
First of all, we would like to take a minute to remember all those that lost their lives some 17 years ago today. We will remember that day for quite...
September 6, 2018
Cycles Do Indeed Eventually Come To An End
Just a quick note this week on a few of the things that stood out to us. Before we delve into the markets, we want to note that we lost someone...
July 31, 2018
GDP Gains But FANGS Repricing
The big economic news for last week came out on Friday as US Q2 GDP posted a decent 4.1%, estimates were as high as 4.4% but let’s not lose sight...
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