“Alternative Actions”

“Alternative Actions”

The timing of the Fed’s taper may be dominating current debate but the better question may be “what’s next?” Attempting to predict when the Federal Reserve might begin the tapering of QE has consumed untold hours of spirited debate. Are investors wise to partake in a...
“Conditional on the Data”

“Conditional on the Data”

Markets were taken by surprise when the Fed announced they would continue their monthly bond purchases. We take a look at why Bernanke’s earlier statements may have caused some confusion and ask what it means for future policy decisions. “As I’ve...
Memorable Moments

Memorable Moments

Memorable conversations that successfully captured investor sentiment serve as a reminder of ever-changing markets and temporal convictions. June brings a close to my twelfth year in this business, an anniversary that would usually pass without my recognition. This...
May Musings

May Musings

An IRS scandal, yet another debt ceiling and a Teflon market make headlines in May. It’s one thing not to let the door hit you on the way out. It’s another to get a pink slip and immediately be summoned to Capital Hill for a grilling. Shortly after Obama made now...
SPAM and Sardines

SPAM and Sardines

There’s a proposal meandering through Washington to modify the way annual Social Security benefit increases are calculated. This suggestion has been both introduced and attacked from both sides of the aisle, which may be an indication that while any proposal to...
November’s News

November’s News

Will the Presidential election have to share the media spotlight this November? The latest Gallup poll has the Obama / Romney Presidential election in a dead heat. The polls will undoubtedly fluctuate between now and November, but this early survey suggests the race...