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Our Blog: The Last Four...

  1. November 4, 2024

    We’re just a day away from electing a President, and the headline economy is performing very well. The U.S. economy expanded in Q3, with 2.8% GDP growth and consumer spending constituting 3.7% of that growth. This represents the highest consumer growth rate since Q1 2023.… More >>

  2. October 28, 2024

      Last week’s post focused on earnings, but I included a small teaser on tax policy using the chart below. It generated some interest, so perhaps it's time to take a macro look at the implications of both the Harris and Trump tax policies. 1     According to the Tax… More >>

  3. October 21, 2024

    In the coming weeks, the amount of political noise will be all-consuming. I’m sure it will be sucking all of the oxygen out of the earnings season which will be in full swing by the November election. The various tax proposals will be mind-boggling, with daily… More >>

  4. October 14, 2024

    The S&P 500 touched another record high last week, marking the 45th time it has set a record this year. Last week’s blog covered the topic of extreme pessimism. Really smart people can be seduced into pessimistic thinking even when the only logical reaction should be… More >>

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The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.