Author archive

Can  we  capture  international  exposure  with  domestic  equities,  and  if  so  SHOULD  we? With 75% of global economic…

No offense to Ned Davis, but Mike Tyson has the better investment quote and it will be relevant for…

As a former San Franciscan during peak-Hipster years of 2003-2006, it struck me that the best way to describe…

A yield curve inversion has preceded every US recession in the past 60 years.  As the spread between 10…

The headlines ranged from excited to euphoric to apoplectic – in that order – before and during this period…

For bond investors, it’s helpful to understand the link between inflation, short term interest rates, and longer term rates….