Our preceding quarterly essay (July 2023) was the first in a series on what effects population growth might have on the markets. These...

In a 2015 quarterly essay we did some basic analysis on the potential drivers of economic growth. We found support for the notion that...

The risks that are top of mind these days seem more numerous and heavier than at any point in the last several decades, to us. As we...

Many of you have heard market technicians on CNBC, Bloomberg, Fox Business, or CNN Money say things like, “We think XYZ stock is going...

There has been major turmoil of some description during half of our tenures as investment advisors. And so, here we are again, writing...

In this essay we intend to convey that external and internal dynamics of the economy, global and local politics, the stock market, and...

Stocks of many high growth companies, especially in technology/software sectors and those benefitting from the pandemic, have declined...

Confluences are found throughout nature and usually result in turbidity. Some of the more challenging currents and rougher waters are...

Have you ever heard the phrase “good as gold?” The phrase harkens back to the time when U.S. dollars (“USD”) were backed by an equal or...

Equity and bond markets are at or near all-time highs and with the unprecedented amount that the word “unprecedented” has been used in...