Baldwin Investment Management

Watchful…

By admin | September 30, 2019September 26, 2019 by admin

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 prices. There are seven indicators…

Baldwin Investment Management

Abuse The Dollar At Our Own Risk…

By admin | July 31, 2019July 31, 2019 by admin

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 which has continued to reign…

Baldwin Investment Management

Buffetted by Crosscurrents…

By admin | June 28, 2019June 28, 2019 by admin

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” runs rampant and worries abound…

Baldwin Investment Management

Healthcare For All…

By admin | June 5, 2019June 6, 2019 by admin

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 U.S. we have a healthcare…