Blog

  The Millennials, those born since 1979, have witnessed profound events during their young adult lives: the Internet Bubble, 9/11, wars in Afghanistan and Iraq, the Financial Crisis, and the Great Recession.[i] Based on recent investor profile surveys by Wells Fargo,… More >>

  The economy added 248,000 jobs during September as reported by the US Government on Friday.[i] With the revisions to July of 31,000 and August of 38,000 that brings this year's average monthly jobs gained to 227,000.[ii,iii] At some point, we should expect the current… More >>

  The US Dollar has been on a breathtaking rally we have not seen since 2010. The last time the US Dollar reached this level of value relative to other major currencies, our economy was finally emerging from the worst recession since the Great Depression and The Fed's… More >>

  Last week was witness to the largest IPO in the history of the world.[i] Alibaba, the Chinese e-commerce company, launched its initial public offering on the New York Stock Exchange and raised a record setting $25 billion.[ii] As of the close of trading on Friday,… More >>

  It should be no surprise to any investor that the economy, and in many respects the US equity markets, have been propped up by the Federal Reserve's quantitative easing (QE) over the last 6 years.[i] On Wednesday of this week, the Fed will convene to discuss the future… More >>

  While the recent jobs report showed some weakness for the month of August, it's hard to argue that the US economy is slowing. US GDP is on an upward trajectory albeit slower than, and certainly not as strong as, most people would prefer. In last week’s post, we… More >>

  We have had some pretty strong confirming data the economy has been on a firmer path to recovery in Q2 of this year after a disastrous fall in Q1. Q2 GDP was confirmed to grow at an annual rate of 4.2% as reported by the US Department of Commerce.[i] Looking back is at… More >>

  I recently spent 8 days in the middle of Wyoming seeing some amazing country and fishing on some spectacular streams that meander through some of the largest ranch property in America. In those 8 days, I didn't see another angler. However, I know there are more people… More >>

  In a recent blog, we noted that the stock market is near all-time highs with valuations at long-term historic levels, so earnings must deliver. We followed up with a mid-earnings-season data review that observed signs of economic strength, including 4% Q2 GDP growth, but… More >>

  Earlier this summer, we celebrated Independence Day, commemorating both the adoption of the Declaration of Independence and the revolution that led to America achieving its independence. Today, there is another revolution going on in this country, one that could lead to… More >>