Blog…Unscrambling Scrambled Eggs

Mar

07

2018

Economic Alchemy
Economic Alchemy

Last week, Donald Trump announced new tariffs on steel and aluminum. These are industries he promised to protect in the campaign, and he's following through. But at what cost?

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Feb

13

2018

Serenity Now
Serenity Now

Serenity Now! It's a phrase that Seinfeld's Frank Costanza latched on to thanks to his...

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Feb

06

2018

Fundamentals and Emotions
Fundamentals and Emotions

The fundamentals really do matter.

1. The economy is expanding at a solid pace; recent data have been strong.
2. Q4 profits have been very upbeat and the 2018 outlook is very rosy.
3. Inflation is low.
4. Interest rates have been creeping higher...

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Jan

18

2018

The Bulls Take Charge in the New Year
The Bulls Take Charge in the New Year

The new year is well underway, and the bulls have clearly asserted themselves.

What, me worry? That seems to be the mantra for investors as stocks are off to a roaring start in 2018.

The themes that dominated 2017 are carrying over into the new year,...

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Dec

23

2017

A Little Less Taxing
A Little Less Taxing

If you had asked me at the end of October whether Congress would pass and the president would sign a comprehensive tax reform bill just before Christmas, I would have wagered that the hapless Denver Broncos would have a better chance of landing a spot in the...

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