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It's happening; deregulation continues to occur. While not everyone will necessarily agree with the changes that are being made, the reality is that

Every now and then I’m reminded about an unfortunate fact about the American economy: the U.S. has massive debt problems.

U.S. debt to GDP continues to climb

It was inevitable that the United States and China would come to a trade agreement; both countries need each other in order for their economies to operate at

We should not be surprised that job growth is slowing. Our thesis for interest rates not rising significantly is based on our view that tariffs as well as

Just because a sector is growing does not necessarily mean profits. Margin compression is an issue we evaluate on an ongoing basis as this is a significant

News headlines, company developments, geopolitical concerns all impact markets and companies. Too often investors assume that once you invest you never need to

Panic is reacting to news and taking actions that might not be best for long-term strategies. If you avoided reacting with actions, you are to be congratulated

I thought you might find this latest commentary from CNBC interesting as it essentially since it aligns with what we've been saying for quite some time; the

One of the items that we monitor is GDP growth. This data point tells us whether or not we are headed for a recession.

As expected, tariffs are already

In this video update, I talk about what firing the Federal Reserve Chairman might do to markets. I know this is hard to fathom, but this has become a distinct

Tariffs continue to dominate the news. We’ve outlined our perspective on how tariffs impact the economy, both short and long-term. Tariffs have consequences

Incredible volatility, changing policies, continuing uncertainty. Here are a few thoughts on what the future might hold for the markets and economy.

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