On my recent visit to China, my goal was to learn much more about an economy we are invested in. It's impossible to summarize China in any one post. It's a country that is complex and so different than the United States, not just culturally but economically.
I'm going to… More >>
As expected last Wednesday, the Fed removed the word “patient” from its interest rate policy statement, moving us one step closer to potential interest rate increases, perhaps as soon as the Fed’s June meeting. However, the Fed will still be cautious and consider the… More >>
On Wednesday, the Fed will meet to discuss the future of interest rates in the United States. Most commentators don't anticipate a rate increase at the March meeting, yet they do expect more certainty around rate hikes in the near future.
With the removal of one word… More >>
US equity markets sold off sharply on Friday driven principally by a very strong jobs report showing the US economy added 295,000 jobs in February.[i]
This very strong news spooked equity investors as they awakened to the reality of higher US interest rates from the… More >>
We seem to be at another inflection point in the US economy and perhaps US equities. The US stock market has rallied for the last 72 months since the financial crisis and is up over 187%.[i]
Valuations are moving to the upper end of their range compared to where they… More >>