The U.S.

March 30, 2017

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We See Opportunities Across the Atlantic Our basic view on the U.S. market remains positive.  As we’ve written in recent letters, we believe that the post-election rally doesn’t just reflect the optimism of businesspeople and consumers about positive developments in...
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March 23, 2017

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What the Fed Means For Your Portfolio World markets are facing a major change, as interest rates have begun a multi-year uptrend. U.S. and foreign economic data continues to improve.  On many fronts, including employment, capital spending, salary increases, backlogs...
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March 09, 2017

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The U.S. Growth Comeback Is In Its Early Innings Here’s why we’re bullish on U.S. economic growth for the rest of 2017, and probably longer. The Great Recession was not a standard textbook economic contraction, and the recovery has not...
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February 23, 2017

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Running On Empty: Crumbling U.S. Infrastructure Will Take Trillions To Fix, Creating Big Opportunities An unfolding crisis in northern California has brought unexpected attention to the infrastructure push that was one of the campaign planks of the new administration. The...
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February 16, 2017

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Looking Back on 2017 Let’s take a step back and imagine that 2017 is almost over — and that we’re looking back from a standpoint in late December. What will we see has happened in the U.S. market during the...
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February 02, 2017

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Trump’s Plans Are Not Mysterious… He’s Fulfilling Campaign Pledges The new administration’s whirlwind first days in office have led some observers to wonder what they’re up to. Regardless of what we think about the political or economic ramifications of new...
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January 05, 2017

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Our 2017 Outlook Is Optimistic:  A Short Summary The Rise of Nationalism Has Changed the World   Last year, rising nationalism sparked many global events, and is now an established global trend.   We saw it especially in Europe.  The...
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