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Trump 2.0

Trump 2.0 We usually try to think of a theme to frame our quarterly discussions about the markets and the economy.  This time around, nothing trumps Trump.  He won the election, and the Republicans control the House of Representatives and the Senate.  They have an opportunity to make sweeping changes, and the early signs are […]

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The Three Rs

The Three Rs Growing up, there was an expression that I heard often and never really paid close attention to.  The expression was that kids went to school to learn the three Rs – ‘reading, writing and rithmatic’.  I guess I never saw it written out, and for many years this just seemed like common

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Hurry Up and Wait

Hurry Up and Wait Towards the end of 2023, many economists and market watchers were expecting that the Federal Reserve would cut interest rates 4-6 times in 2024.  The Fed itself even projected that 2-3 rate cuts were likely, but consistently maintained that any changes to interest rates would be data dependent.  Many expected that

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A Year of Promise?

A Year of Promise We are currently three weeks into 2023 and, so far, it seems to be carrying some of the positive momentum from the last quarter of 2022.  Last year as a whole was brutal, with losses in virtually every asset class, but we did start to see signs of life in the

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Piling On

Piling On When we were kids, we played a game…well, it wasn’t actually a game, it was just a thing we did, where someone would shout out “Dog Pile” and someone else would jump on the ground and then everyone else would start piling on top of them.  Laughing bodies stacked on top of laughing

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