1937

We’ve talked about the year 2000 comparison (Party like it’s 1999). In 2020 markets went onto a similar structural tear just having rammed relentlessly higher. In 2000 markets famously topped in March […]

Truth

Every once in a while the truth shines through and we got a few doses of it today. Recently critics who suggested that the Fed’s QE policies artificially elevate asset prices were […]

Game Over?

Is there any political risk for equities in this election year? The 2016 US election has been a nirvana for US corporations who benefited the tremendously from the Republican led 2017 tax […]