Why Own International?

Why do we own international stocks? This is one of the most common questions we receive from advisors. Who can blame them? We are nearly 15 years into a regime in which US...

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Prepare for More Tightening

Another Hot Inflation Report   CPI came in above expectations yet again. In fact, headline inflation has only come in below expectations once in the past year. The U.S....

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Quantitative Tightening is Here

The balance sheets of global central banks have grown drastically in the last 15 years. The United States balance sheet alone grew from ~$4 trillion to ~$9 trillion over the...

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