September 17, 2017

Would the US ever consider eliminating the Debt Ceiling for a Debt Target? Let's Hope Not.

Thankfully the hurricane assumptions were off and they did a bit less damage than what was anticipated. Although let's not make light of the recent...

September 14, 2017

Alternative Alpha - Value of Volatility in the Markets

“The only constant is change.” – Heraclitus – 500 BC Volatility simply describes to what degree the price of a market security typically changes....

September 11, 2017

Alternative Alpha - Emerging Market Envy

Greed makes people do questionable things. Of course, envy does too. And I’d say U.S. investors have to be getting pretty jealous of foreign...

September 7, 2017

A Look at Income Inequality with a Parabolic Stock Market

Our letter this week is going to take more of an informational tidbit tone. We feel the markets as of late have been driven by late summer vacations,...

August 30, 2017

Broken Record

Another Jackson Hole Symposium has come and gone. We are still in utter disbelief how many investors pin their hopes on actually learning something...

August 24, 2017

Sacrificing Civility for Instability

This past week saw the release of the FOMC Minutes. Nothing new to report here, just the typical Fed speak and jargon we have come to expect month in...

CTG Insights