The One to Watch

The One to Watch  In the face of ’no news’, we have seen a continuing rise in long term treasury bond rates (and decline in bond prices). This week, markets were squarely focused on the potential for this trend to continue that sent stock prices reeling once again, putting a crimp on diversified portfolios. So […]
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China as a Catalyst | October 29, 2022

China as a Catalyst This week’s headline could easily be construed as a commentary on the potential for an armed conflict, but in this case, we are on a completely different track. With the economic situation in the States appearing increasingly dire (weakening economy, high inflation, massive debt, & higher interest rates) it is rather […]
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Where Are We Going? | June 25, 2022

Where Are We Going? We suffered the great exasperation of hearing parts of Fed Chair Powell’s Humphrey-Hawkins testimony in front of the Senate on Wednesday. Fortunately, we managed to miss some of it, but rather than a session to better understand our current economic problems, it became a series of political advertisements, each charging the […]
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Can the Infrastructure Lure finally Catch Some Funding? | March 20, 2021

Can the Infrastructure Lure finally Catch Some Funding? Infrastructure should be an easy bipartisan issue. How we pay for it is a big sticking point. Getting a bill passed will not be easy. There are few issues that have been discussed as consistently as infrastructure, but with no meaningful result. Most recently, infrastructure was a […]
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Bond Yields Raise Their Ugly Head | January 16, 2021

Bond Yields Raise Their Ugly Head Most of the time, market commentary focuses on the stock market, but every so often, the bond market flexes its muscle and takes center stage. This week was one of those times and with good reason. The push-pull of more fiscal policy to help the economy and the inflationary […]
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