Weekly Updates

October 16, 2017

The Markets

There’s a new kid in town: narrative economics.

Last week, Richard Thaler was awarded the Nobel Prize in economics. His work in behavioral economics and finance recognizes not all economic […]

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October 9, 2017

The Markets

Slow and steady…

It has been 332 days since the Standard & Poor’s 500 (S&P 500) Index experienced a 5 percent drop, reported Barron’s. If there isn’t a selloff on […]

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October 2, 2017

The Markets

A lot happened during the third quarter of 2017, but not much changed.

The bull market in U.S. stocks continued to charge ahead. Traditional measures of valuation continued to suggest […]

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September 25, 2017

The Markets

Geopolitics, what is it good for? Absolutely nothin’!

In January, Robert Kahn of the Council on Foreign Relations wrote in Global Economics Monthly:

“Markets showed impressive resilience in the face of […]

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September 18, 2017

The Markets

“In theory, there is no difference between theory and practice, in practice there is.”

Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the […]

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September 11, 2017

The Markets

Last week, the aftermath of Hurricane Harvey and potency of Hurricane Irma dominated hearts and minds, but there were some diversions and some welcome news, too.

The NFL kicked off […]

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September 11, 2017

Last week, the aftermath of Hurricane Harvey and potency of Hurricane Irma dominated hearts and minds, but there were some diversions and some welcome news, too.
The NFL kicked off […]

Weekly Updates|

September 5, 2017

The Markets

When it comes to economic growth, the government doesn’t measure twice. It measures three times.

Last week, the Bureau of Economic Analysis revised its initial estimate that the gross domestic […]

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August 28, 2017

The Markets

Hope floats.

Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all smooth sailing, though. Stocks […]

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August 21, 2017

The Markets

Here, there, and everywhere…

Markets around the world appear to be benefitting from global economic recovery.

After pointing out the United States’ economy is the heart of the global financial system, […]

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