Investment Commentary

Known Unknowns: Unnerving Markets

Before examining the subject of this commentary, let’s first do a health check on the American economy and the state of its bond, stock and currency markets. Our perspective of…

The Dollar Dilemma

The Trump Administration wants a lower dollar to make US exports more competitive, and right now the dollar is declining, but for the wrong reasons. After reaching a level in…

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…
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