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Election Outcome Presents Opportunity For Investors
As the November 2024 election draws near, the election outcome will profoundly affect the financial...
The Port Strike Is Unlikely To Have Severe Economic Implications
Despite some fearmongering in the media, the longshoremen strike, shutting down 14 major East Coast...
A Crystal Ball Isnt Enough: The Importance Of Context
On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At...
The “Everything Market” Could Last A While Longer
We are currently in the “everything market.” It doesn’t matter what you have...
Tax Cuts – An Examination Of The 2017 TCJA Impact
A funny thing about bull markets is that investors develop a very short memory about the previous...
Agency REITs For A Bull Steepener
In our recent two-part series on the yield curve (Part One Part Two) we discussed the four...
50 Basis Point Rate Cut – A Review And Outlook
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50...
Market Declines And The Problem Of Time
A funny thing about bull markets is that investors develop a very short memory about the previous...
Trump Or Harris: Corporate Tax Winners And Losers
Not surprisingly, Donald Trump and Kamala Harris are taking opposite approaches to modifying the...
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