- Apr 30, 2019
- 7 min
FALSE START! Inverted Yield Curve has not Predicted a Recession
For the past few months there have been swarms of PhDs, economists, and strategists buzzing to a hypersensitive media about the dire...
- Mar 27, 2019
- 6 min
U.S. and China: Tale of the Tape
The Bottom Lines U.S.-China trade policies need to be updated, and China is not in a strong position for trade negotiations. The United...
- Aug 8, 2018
- 5 min
Market and Capital Gains Cycles
Market and Capital Gains Cycles Generally speaking, everyone loves a bull market and no one loves a bear market. As professional...
- May 21, 2018
- 4 min
TomAto/Tomato, Apatheia/Ataraxia- just don’t suffer unnecessarily
Several ancient Greek philosophies incorporated the notion that wisdom was demonstrated by equanimity in the face of the external world....
- Jan 26, 2018
- 5 min
Current Perspectives on the Risks of Losses
There are two kinds of losses. Obviously, one kind of loss is an actual loss from selling something for less than it was purchased. Keys...
- Oct 31, 2017
- 6 min
American Capitalism: The Bright Ages
In this essay we want to acknowledge the rate and force of change in the world today, and that we believe the US is in an enviable...
