policy

Oct
07
The Fed can’t cure the chaos

The Fed can’t cure the chaos

The economic crises of the last decade made linear thinking about the economy very unhelpful. But our previous planning failures
3 min read
Jun
17
Now for the economic yoyo

Now for the economic yoyo

The Federal Reserve Bank just raised Fed Funds rates 75 basis points after a shock realization that the economy was
3 min read
Apr
29
The Federal Reserve - the long view comes into view

The Federal Reserve - the long view comes into view

Dystopian worlds are a favorite subject in science fiction and a nightmare for central banks. As the Federal Reserve heads
3 min read
Feb
25
European Wars and US Portfolios  – the keep the money at home hypothesis

European Wars and US Portfolios – the keep the money at home hypothesis

As the Russian/Ukraine war evolves, American investors need a clear strategy for their portfolios. The first question for investors
3 min read
Nov
26
Taxes are going up. Here's how it will affect your dividends.

Taxes are going up. Here's how it will affect your dividends.

The economists and politicians are hotly debating the causes of our current jolt in inflation. But the inflation is real.
3 min read