The One to Watch

The One to Watch  In the face of ’no news’, we have seen a continuing rise in long term treasury bond rates (and decline in bond prices). This week, markets were squarely focused on the potential for this trend to continue that sent stock prices reeling once again, putting a crimp on diversified portfolios. So […]
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Lead, Follow, or Get Out of the Way | June 4, 2022

Lead, Follow, or Get Out of the Way Through history, leadership is enduring. Great leaders are always great leaders. But markets are different; leadership changes with regularity. What leads markets on the way up, typically leads on the way down too, but it doesn’t lead the next leg up. A common mistake investors make is […]
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We Choose to go to the Moon | April 2, 2022

We Choose to go to the Moon The plan for a deeply connected, just-in-time, global supply chain that will lower costs for everyone took a hard punch when Donald Trump was elected President, but the pandemic and the Ukraine war have now struck mighty blows and ‘the plan’ is getting tossed. The global economy appears […]
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Is Big Oil Dead? | June 5, 2021

Is Big Oil Dead? Energy stocks have been on a tear in 2021 as the economy re-opens. The Biden Administration is pushing hard for Green Technology. Ironically, that could make oil and gas reserves more valuable. The best performing sector this year has been energy, rising almost 6% this week alone and 47% YTD, as […]
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Georgia Produces a Blue Ripple | January 9, 2021

Georgia Produces a Blue Ripple The Democrats have won both Senate seats which substantially changes the mathematics in Washington. The Senate is now a 50-50 split, with VP-Elect Harris the tie braking vote, but this is certainly not a carte blanche for Democrats. Much of the legislation listed below will require 60 Senate votes for […]
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