Category Archives: politics

Quarterly Update Summary

We’ve recently been cautiously optimistic about the economy which has performed quite well. There are presently a couple of developments on the monetary and fiscal fronts that cause us some concern. Few things affect the economy more than the availability … Continue reading

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Quarterly Outlook Summary

Pessimism is growing about the future direction of the markets as is speculation that valuations have become too high. These sentiments are not uncommon in strong markets. Sometimes it’s called climbing a wall of worry. The common ingredients for a … Continue reading

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2016 Year-end Summary

Last year the economy and the markets performed moderately well. The economy has now weathered two interest rate increases from the Federal Reserve. They see the economy growing moderately with low inflation and steady growth. Inflation is low and slowly … Continue reading

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Quarterly Outlook Summary

The past quarter (and year) has been fairly brutal to portfolio returns due to high volatility stemming from factors I’ll discuss below. Immediately following the end of September, the market staged a surprising rally that at present appears to have … Continue reading

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Why Deficits Don’t Matter.

by Bob VeresOctober 29, 2013 The whole idea that we should control the deficit at all is costing our nation trillions of dollars in lost output. The result is lost income, savings, wealth and prosperity. “As a society, we don’t … Continue reading

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Quarterly Outlook Summary

There is little to change in our recent assessment of the markets and the economy. The economy continues to slowly gather steam as housing begins its long awaited recovery and as private sector business confidence and spending also recovers. The … Continue reading

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