The U.S.

May 26, 2016

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Executive Summary 1.  Ordinary people aren’t very ordinary.  Professor Deirdre McCloskey’s recent piece in The Wall Street Journal got us thinking about the roots of western prosperity — and suggested that current nervousness about populist movements around the globe may...
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April 21, 2016

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Market Summary  Market summary.  The U.S. Dollar moving sideways remains a positive longer-term for U.S. stocks in beaten-down industries, gold, oil, and industrial company shares.  We expect that the U.S. market will move upward, but at any time it may...
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March 11, 2016

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No, Chicken Little, the sky ain’t falling Data continue to come in showing that fears of a U.S. recession are groundless — good GDP growth, good job growth, continued improvement in labor force participation, improvement in “underemployment” (when workers want...
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