February 15, 2023 What if the U.S. Government Defaults on its Debt? Download this PDF here. “It’s never paid to bet against America.” – Warren Buffett If the U.S. was to default on its debt obligations, it would cause investors to flee from U.S. Treasuries, leading to a decrease in
January 9, 2023 Patience is a form of wisdom Download this PDF here. “All models are wrong. Some models are useful.” — George E. P. Box, statistician “Patience is a form of wisdom,” notes Jon Kabat-Zinn, creator of the Stress Reduction Clinic and the Center for Mindfulness in Medicine at
Gridlock is good for reducing inflation Download this PDF here. “Permanent high inflation is everywhere and always a fiscal phenomenon” – Thomas Sargent, Nobel Prize Winner in Economics 2011 Steve Jobs once said, “You can’t connect the dots looking forward; you can only connect them looking backward. So, you have
Many people know they need an investment advisor but don’t understand where to start, where to go, what’s important or what to say. Our advice? Ask questions—lots of questions. The more you ask, the more you’ll learn. The more you learn, the better equipped you’ll be to make important decisions
October 17, 2022 Never Let a Good Crisis go to Waste Download this PDF here. “…you will ruin fifty thousand families, and that would be my sin! You are a den of vipers and thieves.” — President Andrew Jackson, 1836 In a recent article, Economist Bradford DeLong, shares a conversation
Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while we have a chance! It is not every day we are needed.” — Samuel Beckett, Waiting for Godot Investors are waiting for their own Godot – certainty about
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