Susan Jung |


Recently installed Fed governor Stephen Miran outlined his case for why he believes interest rates should fall significantly from current levels. While this

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Susan Jung |


With the Federal Reserve meeting coming up soon, many investors anticipate the Fed will cut rates; we agree.

With the recent softness in the labor market, we

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Susan Jung |


With the Federal Reserve meeting coming up soon, many investors anticipate the Fed will cut rates; we agree.

With the recent softness in the labor market, we

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Susan Jung |


President Trump's termination of the Federal Reserve governor is causing great concern in the financial markets. The reason for the anxiety is that the Federal

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Susan Jung |


More and more we consider the possibility of stagflation. While there is still not enough data to draw any strong conclusions, we are concerned that tariffs

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Susan Jung |


Headlines!

The headlines blare that tariffs are creating economic uncertainty. Inflation is coming. The next day deflation is coming. Tax policy will drive

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Susan Jung |


Investors have been breathing a sigh of relief as tariffs seem to be getting resolved country by country. Well, I'm afraid we will need to continue to hold our

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Susan Jung |


Corporate earnings drive stock prices. Earnings essentially indicate how profitable a company is and is a contributor to where the share price will head.

Recent

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Susan Jung |


I'm sure you have noticed the increasing number of headlines concerned about the strength of the U.S. dollar. This is understandable given the tremendous level

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