Potential economic impact of COVID-2019.

March 2020

The novel coronavirus (COVID-2019) has emerged quickly, causing significant market volatility. We examine the potential economic impact of the virus by looking at past actual and potential pandemics.

2020 Market Outlook

January 2020

For 2020, we expect modest GDP growth ranging from 1% to perhaps 3%. Growth in this range would ensure a dormant Fed leaving the trade war...

Don't Ignore Dividends: 9 ways dividends can help investment portfolios

October 2019

We believe equity investors often ignore dividend component of the equity return stream and do not appreciate the role high dividend-paying stocks can play in a portfolio.

Trade War. What is it good for? Absolutely Nothing.

August 2019

Stocks plunged on Friday, August 23 as the intensity of the Trump Administration's trade war ratcheted up. First, China announced pre-emptive tariffs on agricultural and auotmotive products...

Should we worry about an inverted yield curve?

August 2019

Stock markets fell sharply on August 14, 2019 on news that the yield curve has inverted. The Dow Jones Industrial Average fell by more than 800 points, over 3%, and the broader S&P 500 index...