by J Thomas Knight | Mar 20, 2023 | Commentaries
Commentary: Week of March 20, 2023 The late great Supreme Court Justice Antonin Scalia was often in dissent in key legal cases during his long career. Almost thirty years ago, he wrote that “Day by day, case by case, the Supreme Court is busy designing a Constitution...
by J Thomas Knight | Mar 15, 2023 | Commentaries
Commentary: Week of March 06, 2023 While many investors are focused on the financial troubles affecting Silicon Valley Bank (SVB) and whether those troubles will spread, there were two other major issues that hit the markets last week: the Biden budget and Fed Chief...
by J Thomas Knight | Mar 6, 2023 | Commentaries
Commentary: Week of March 06, 2023 In multiple ways, this is the most difficult time we have ever seen to make a forecast. “Unprecedented” actions by government – locking down the economy, printing, borrowing, and spending trillions of extra dollars – artificially...
by J Thomas Knight | Mar 6, 2023 | Commentaries
Commentary: Week of February 27, 2023 In the past few weeks, a growing chorus of economists and investors have decided that the pessimistic narrative had it wrong all along, that the US isn’t headed for a hard landing, which would mean a recession, it isn’t even...
by J Thomas Knight | Feb 21, 2023 | Commentaries
Commentary: Week of February 20, 2023 You can’t read or watch financial news these days without a heavy dose of speculation about what the Fed is going to do with short-term interest rates, when it’s going to do it, and how long it’s going to do it for. There’s...
