The U.S.

March 30, 2017

//
Posted By
/
Comment0
/
Categories,
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...
Read More →

March 23, 2017

//
Posted By
/
Comment0
/
Categories, ,
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...
Read More →

March 09, 2017

//
Posted By
/
Comment0
/
Categories
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...
Read More →
1 2 3 6