Investment Commentary

No One Wins Entering or During a Trade War…

There has been a lot written about the ill effects of tariffs to be imposed on US businesses and ultimately the American consumer. Despite protestations from the White House, the…

Not for the Faint-Hearted…

As this is being written U.S. markets are being buffeted by tariff threats and reciprocal tariff threats, challenges to sovereignty in Canada and Greenland, and talk of using military force…

The Road Traveled and Perhaps The Road To Come…

Corporate sales were up, better than expected by Wall Street.  Earnings rose, again better than forecasted.  Cash flow exceeded analysts’ expectations.  Dividends were raised higher than anticipated.  Employment levels remained…

Leaving Europe Behind!

To some extent, the European economy has been left in the dust over the last 15 years, as both China, until the pandemic, and the US have forged ahead, in…
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