Archives for August, 2021

  1. August 30, 2021

        Volatile, Uncertain, Complex, and Ambiguous seem to be the essence of our current times. Our last blog suggested President Biden’s $3.5 trillion domestic agenda could be in jeopardy if volatility in Afghanistan persisted. After the tragic deaths of 13 brave young… More >>

  2. August 23, 2021

    We had a tough week in America and it’s critical we take a look at as much of it as possible. On the economic front, we are now seeing some headline erosion in growth. On a headline basis, July retail sales declined 1.1% month-over-month. [i] Beyond the headline… More >>

  3. August 16, 2021

    When it comes to investments, most everything is expensive these days. You name the asset class, and it’s likely trading at or near an all-time high: • U.S. Equities• Home prices• Commodities• U.S. Treasuries With valuations at extreme highs, forward-looking returns look… More >>

  4. August 9, 2021

    The July jobs report came out on Friday and showed the U.S. economy added 943,000 jobs during the month. In total, the economy has added back 16.7 million jobs since the start of the pandemic. [i] While we are still 5.7 million jobs below February 2020 levels, we are… More >>

  5. August 2, 2021

    When it comes to all things—economic or financial—almost everything looks like a mixed bag. U.S. GDP growth came in at 6.5%. Under any other circumstance, 6.5% would be incredible. Unfortunately, the consensus expectation was for around 8.5% growth. U.S. GDP finally… More >>