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That Darn Inflation Train

That Darn Inflation Train

Markets seem to be rounding out 2021 swimmingly. Tech heavy S&P 500 is trading higher by more than 20% and we’re even starting to see some life out of diversifying asset classes such as emerging markets, international and, don’t look now, but even gold seems to be...

Raising the Caution Flag

Raising the Caution Flag

For many years it has been difficult to remain bullish. We have faced political uncertainty, deficit and debt concerns, meteoric valuations as well as trade and tariff wars. Throw in a 35% market decline on the heels of Covid and one may actually ponder the sanity...

Hear me out…

Hear me out…

Once the government started writing checks it was clear to me it was game on for inflationary pressure. We felt so strongly about that theme that we hosted a series of webinars entitled ‘The Inflationary Freight Train.’ Each of these Zoom webinars was registered to...

It’s Happening

It’s Happening

Several months ago we hosted a webinar entitled The Inflationary Freight Train. During our time together we looked at the history of monetary induced inflation going all the way back to the Roman Empire. We walked through the 1950s and the 1970s and landed on where...

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