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Current Commentary

Stay up to date on current financial events and commentary with our weekly blogs.

Still Growing Thumbnail

Still Growing

Still Growing. No one should be popping champagne when they see Thursday’s GDP report. The good news is that it won’t be negative. The bad news is that even if it hits our estimate of 2.1% this is a far cry from the robust growth of the economic expansions in the 1980s and 1990s.

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The Red, White, and Blue Swan Thumbnail

The Red, White, and Blue Swan

The Red, White, and Blue Swan. As we approach July 4th it's important to take a step back and realize that a Red, White and Blue Swan really did allow people to make their own history and truly change the world! Happy 4th of July to you all.

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Discount the Happy Talk

Discount the Happy Talk. We are not often pessimistic about equities and think the long-term is still bright. However, we think there are still problems ahead in the near term and investors need to be prepared.

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