It Gets Worse Before It Gets Better | January 15, 2022

It Gets Worse Before It Gets Better Sometimes Wall St. gets so involved in the details that it misses the forest for the trees. And then there are times when we are brought back to the simple basics and that happened this week in a webinar from DoubleLine Capital founder, Jeff Gundlach. Here is the […]
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An Alternative View of the World | December 11, 2021

An Alternative View of the World The consensus view on Wall Street is that the Fed is dovish and economic growth is robust and both will remain so. That view is supportive of additional stock market gains in 2022. We’ve been around long enough to know that the consensus never sees the market top coming. […]
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Valuations Only Matter on the Way Down | December 4, 2021

Valuations Only Matter on the Way Down The long-term investing lessons still apply. Like a game of musical chairs, you never know when the music will stop. Attempting to time markets is a hope, not a strategy. In our view, the better option is to keep your risks balanced and allow markets to give the […]
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Build, Back, Better – On the Brink | November 20, 2021

Build, Back, Better – On the Brink As if we needed more evidence that Congressional mathematics is generally faulty, the CBO analysis of the Build Back Batter plan has a $376 billion gap between costs and revenue. To be fair, the official analysis excludes revenue from increased IRS enforcement. CBO estimated that increased enforcement could […]
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Only One Vote Counts in this Election | November 13, 2021

Only One Vote Counts in this Election Over the next few months President Biden may have the opportunity to nominate a majority of the Federal Reserve Board of Governors with the potential to fundamentally alter monetary policy and bank regulation. Like the Supreme Court, the Fed Board is comprised of seven of the most powerful, […]
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