December 2013

December 26, 2013

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Investment Summary We remain bullish on U.S. stocks, and as we mention from time to time we remain bearish on the U.S. bond market. In our opinion, bonds have rolled over after a 30+ year bull market and we expect bond...
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December 19, 2013

Private Infrastructure Investment Larry Summers didn’t get nominated to run the Fed, but he certainly still has the President’s ear. A piece of analysis we read recently pointed us towards an op ed article he wrote for the Financial Times in...
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December 12, 2013

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Small Banks Feel the Regulatory Squeeze Through our own contacts in community and regional banks, we have heard many accounts of the effect of post-crisis regulations on this sector of the U.S. economy. The chart below outlines the consolidation of the...
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December 5, 2013

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Yieldcos: Spinoffs Seek Tax and Other Advantages for Renewable Projects Government support is providing powerful tailwinds for renewable energy projects. Despite some public relations problems, the Obama administration’s clear policies still favor renewables over any type of hydro-carbons — even domestically...
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Lorem ipsum dolor sit amet, consectetur adipisici elit, sed eiusmod tempor incidunt ut labore et dolore magna aliqua. Idque Caesaris facere voluntate liceret: sese habere. Magna pars studiorum, prodita quaerimus. Magna pars studiorum, prodita quaerimus. Fabio vel iudice vincam, sunt...
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Lorem ipsum dolor sit amet, consectetur adipisici elit, sed eiusmod tempor incidunt ut labore et dolore magna aliqua. Idque Caesaris facere voluntate liceret: sese habere. Magna pars studiorum, prodita quaerimus. Magna pars studiorum, prodita quaerimus. Fabio vel iudice vincam, sunt...
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Lorem ipsum dolor sit amet, consectetur adipisici elit, sed eiusmod tempor incidunt ut labore et dolore magna aliqua. Idque Caesaris facere voluntate liceret: sese habere. Magna pars studiorum, prodita quaerimus. Magna pars studiorum, prodita quaerimus. Fabio vel iudice vincam, sunt...
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Lorem ipsum dolor sit amet, consectetur adipisici elit, sed eiusmod tempor incidunt ut labore et dolore magna aliqua. Idque Caesaris facere voluntate liceret: sese habere. Magna pars studiorum, prodita quaerimus. Magna pars studiorum, prodita quaerimus. Fabio vel iudice vincam, sunt...
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