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The Aftermath Economy

Commentary: Week of November 21, 2022 We will forever believe that locking down the economy for COVID-19 was a massive mistake. There is virtually no evidence that death rates were lowered by government mandates and lockdowns. Business activity in certain sectors...

Democrats Overperform

Commentary: Week of November 14, 2022 The Democratic Party substantially beat expectations on Tuesday, already having clinched control of the US Senate for the next two years and, for now, hanging on to a (very slim) possibility of keeping control of the House of...

Beware a “Gridlock Rally”

Commentary: Week of November 07, 2022 Election day is Tuesday and will bring results for key Senate, House, and Governors races from all around the country, plus local legislative races and more. For the federal races, our projection is that the Republicans are...

NO RECESSION…yet

Commentary: Week of October 03, 2022 We are not “recession deniers,” we just don’t think one has started yet. The distortions of economic activity from lockdowns, massive deficit spending, and money printing are immense. It’s hard to imagine the US can unwind these...

More Trouble Ahead

Commentary: Week of September 26, 2022 We had been bullish on stocks all the way back to March 2009, when mark-to market accounting was fixed and the Financial Panic started to recede. At that time the S&P 500 traded as low as 677. What a time to buy! After that...