Investment Commentary

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Watchful…

Above is a useful tool to quickly determine if the U.S. is in or is about to enter a recession, which might herald a sharp downturn (i.e. >20%) in equity…

Abuse The Dollar At Our Own Risk…

It was Robert Rubin, Treasury Secretary under Bill Clinton, who opined that a strong dollar was in the best interests of the United States of America. It was that philosophy…

Buffetted by Crosscurrents…

It is easy to be distracted.  It is simple to lose sight of the “prize”.  The future is never clear and the present is often confusing.  Doubts swirl, “second guessing”…

Healthcare For All…

It is a nice sentiment. It is an altruistic sentiment. It is a naïve sentiment, if it is expected by voters to be accomplished in the near term. In the…

Whirlpool Announces…

This commentary is not about Whirlpool, despite the title – but about tariffs. It is about how Whirlpool’s shareholders benefited from increased earnings because of tariffs and how American consumers…

Barn Burner…

Investor spirits might have been low at year end 2018 – but certainly that desultory sentiment has dissipated over the first three months of the new year, as markets around…

A Rethink and Perhaps a Redo…

A couple of years ago, our British cousins took on a populist vote and elected to remove Great Britain from the great “European Experiment”, the European Union. The English voter…

Quite A Rally…

Off the bottom have come market prices with a January run for the record books. Why has there been the relief? Predominantly, we think that the news has changed. It…
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