Commentary

Expect Innovation Led American Exceptionalism to Continue

Nothing is more fundamental to the current health of the economy than jobs creation and income growth.

Commentary

The January 25 Dashboard: Our 3 Layers of Risk Management

Our Cash Indicator methodology acts as a plan in case of an emergency. Investors should expect more equity market volatility ahead.

Commentary

The Beat Goes On

The U.S. economy is experiencing a remarkable period of economic stabilization and growth

Commentary

Watching China’s Economic Miracle (and Relevance) Fade Before Our Eyes

China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.

Commentary

The December 2024 Dashboard: Our Three Layers of Risk Management

Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.

Commentary

The U.S. Housing Market: Challenges and Solutions

The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.

Commentary

The Great Normalization: Post-Pandemic Economic Trends in the United States

With the backdrop of U.S. Federal Reserve (Fed) headlines in addition to the shifting narratives of the election season, we have been focusing on what we are calling the Great Normalization as overall economic trends in the U.S. are getting back to normal.

Commentary

The Multifaceted Impact of Federal Reserve Easing Cycles on Financial Markets

Fed easing cycles and lowered target interest rates impact various economic sectors, such as mortgages, consumer credit and cash investments.

Commentary

Getting Back to Normal: The Yield Curve

The yield curve measures the difference between short-term, intermediate-term, and long-term Treasury yields.

Commentary

Why the Fed Is Bigger Than the President, No Matter Who Gets Elected

In an election year, we are bound to hear a lot of commentary about the merits and drawbacks of both major candidates’ economic policies. History shows that while a president’s policies can make life easier or more difficult for various sectors of the economy, U.S. Federal Reserve (Fed) policy has much more impact on the economy overall.

Commentary

The August 2024 Dashboard: Our Three Layers of Risk Management

We manage risk within our strategic, long-term allocations based on diversification across equity, fixed income, and alternative assets.

Commentary

U.S. Manufacturing: Set to Become the Next Big Thing

In terms of manufacturing, value added, which is basically the value of the output minus the costs of the input, the U.S. produces almost twice as much as Japan, more than three times as much as Germany, and five times as much as India.