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Market Outlooks
Weekly Market Compass: We don’t anticipate ‘stagflation’ in 2022. Here’s why.
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Now that our 2022 outlook is out, one of the questions I am getting is why we don’t believe 2022 will be a “stagflationary” environment in the United States.
Policy and Regulatory Commentary
Dueling Regulators
This coming March will mark the 184th anniversary of a congressional resolution that banned duels on the House and Senate floors
Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.
Market Outlooks
Weekly Market Compass: 2022 Investment Outlook: Assessing the path ahead
This piece is approved to use with clients.
It’s that time of year again, when we release our Investment Outlook for the coming year.
Market Outlooks
Weekly RIA Pulse Report - December 6, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
All Eyes on the Fed
To understand progressives’ disappointment with their president, let’s examine the Fed’s structure — and the vice chair for supervision’s place in it.
Market Outlooks
Weekly Market Compass: Investors grapple with uncertainty as Omicron rattles markets
This piece is approved to use with clients.
In my Nov. 1 blog, Nine things to watch this week, I wrote, “I keep hearing that the stock market doesn’t care any more about COVID, that we have moved past it.
Market Outlooks
Weekly RIA Pulse Report - November 29, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.