Looking For Change

No this isn’t the change that we continually hear discussed during elections….. This is the kind that is real, that really happens and makes a difference. The types of change that I look for are so BIG that it usually makes people stop and take notice, change...

It’s Not That Bad Out There

  Certain things, like the sun rising, or the tides shifting, can be counted on. It’s also true that when government shrinks as a share of GDP, things start to pick up.   For the past three years, gridlock in Washington has held total spending by the federal...

The “V” Is Complete

Back in March 2009, we started writing and talking about a “V” shaped recovery.  Our thinking was pretty simple.  We believed the US economy experienced a “panic” for the first time since 1907.   We thought the Panic of 2008/09 was caused by government policy...

Resilient Markets, Indecisive Politicians

Weekly Update – January 22, 2013 Markets closed out another positive week, shrugging off lackluster consumer confidence and moderate earnings reports to hover around multi-year highs. For the week, the S&P 500 gained 0.95%, the Dow gained 1.2%, and the Nasdaq...