The Proposed Tax Policy Changes

Who is John Galt?   President Biden won the electoral college by 74 votes, but he won the “swing states” by only just 65K votes. So, even though it may not look like it on the surface, this was a narrow margin of victory for the current President. The election...
Rearview to Windshield, May 2021

Rearview to Windshield, May 2021

Developments over the Past Month:     Thus far, 2021 has continued the inflation theme in the market. Value continues to outpace growth, small caps have performed well, and bond yields reflated. 10Yr Treasury yields have marched higher (0.93% on 12/31/2020),...
Rearview to Windshield, May 2021

Rearview to Windshield, April 2021

Looking Back:   One year ago, the WHO declared COVID-19 a pandemic and the equity market troughed. The S&P 500 has subsequently soared by 75% during the past 12 months. 10Yr Treasury yields continue to march higher, driving daily movements in the market, and...

Part 2: The (Low Quality) Finale

In the essence of continuing our inner George Costanza of doing the complete opposite of what normal nomenclature says, we are giving you Part 2 of this series alongside Part 1. So, let’s fast-forward into the future life of the boorish George Costanza – which we get...

The Market Needs to Yada Yada Yada on Low Quality $tonks

For those not familiar with the greatest TV show ever, George Costanza was the unlovable loser from the iconic ‘90’s sitcom “Seinfeld”. Ignorant, callow and a notoriously bad tipper, he seems like an unlikely source of investment advice. However, in a rare moment of...