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2021 In Review As we close out the year, we look back at what we published this time last year as an investment analysis post-mortem. This annual exercise mainly focuses on what we got wrong, as we believe we learn more from our mistakes. The immortal John Madden may have said it…
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November 9, 2021 The journey through a post-GFC (Global Financial Crisis) world has been along a road paved with free money. The things we've seen along…
Camp Kotok is an invitation-only gathering of prominent economists, asset allocators, strategists, traders, bankers, scientists, policymakers…
(photo was taken by the author, Grand Teton National Park, Jackson Hole, WY) We had the opportunity to travel to the 13th Annual Rocky Mountain Economic…
Market Overview The global economic recovery has been uneven. This is evident in the year-to-date change in 10-year government bond yields, including…
July 8, 2021 The U.S. economy is expected to surpass pre-pandemic levels this quarter. Economists project by the end of 2021 gross domestic product will…
April 16, 2021
03/12/2021
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RISK REPORT

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