October 4, 2017

Breaking Down the 'IOER': Interest paid On Excess Reserves

We decided to start this week's letter with the latest data put out from the Federal Reserve's latest "Survey of Consumer Finance." The headline data...

September 26, 2017

A Feducation after Janet Yellen's Speech

Last week saw an FOMC meeting that was widely anticipated as having no change to its interest rate policy and that was certainly the case. As for...

September 20, 2017

Utmost Disdain for Central Bank Manipulation

We have often joked for years now how the central banks have artificially supported markets. Prior to 2008 it was just a myth, this PPT or Plunge...

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...

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