Economic Update – Fall 2019 Edition

Economic Update – Fall 2019 Edition The US Economy – Safe as Houses In the movie Sherlock Holmes: A Game of Shadows, the evil Professor Moriarty sends some thugs to kill John Watson and his new bride Mary as they travel by train en route to their honeymoon. While the train speeds over a bridge,… Read More

Negative Interest Rates As Told by Alice in Wonderland

Negative Interest Rates As Told by Alice in Wonderland “Oh, you can’t help that,” said the Cat: “we’re all mad here. I’m mad. You’re mad.” “How do you know I’m mad?” said Alice. “You must be,” said the Cat, “or you wouldn’t have come here.” Let’s start with the basics – as of August 2019… Read More

Economic Outlook – Winter 2019 Edition

Economic Outlook – Winter 2019 Edition The 4th quarter of 2018 reintroduced investors to the volatility that can suddenly hit the stock market.  The S&P 500 reached all-time highs in September before dropping 13.5% over the next three months.  Since the stock market is more predictive than reactive many observers were wondering if this sharp… Read More

Robots Vs. Humans – The Battle for the Future of Investing

Robots Vs. Humans – The Battle for the Future of Investing In the Terminator movies, Arnold Schwarzenegger does not play a robot.  He plays a terminator, which is something different. “I’m a cybernetic organism.  Living tissue over a metal endoskeleton” If you are not familiar with the Terminator movies, they take place in a dystopian… Read More

When Will the Stock Market Finally Drop?

When Will the Stock Market Finally Drop?  The only true answer is that no one knows.  Use that to your advantage. As we approach the 10-year anniversary since the low in March 2009, this has become one of the longest runs in the stock market without a drop of at least 20%.  Historically, the market… Read More

Economic Update – Summer 2018 Edition

Economic Update – Summer 2018 Edition Summer in the Midwest this year has come with two flavors – either scorching heat or epic downpour.  There have not been many days in between.  The U.S. economy, meanwhile, continues to move ahead steadily.  Despite challenging weather, risks of trade wars, and tightening labor markets, corporate earnings are… Read More

Economic Update – Spring 2018 Edition

Economic Update – Spring 2018 Edition The early days of Spring are upon us and the overall economic gauge is much like the weather – things are starting to feel better.  The truth is, things have been improving since we started recovering from the depths of the financial crisis 10 years ago.  It’s just that… Read More