Insights
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man who never makes a mistake is the man who never does anything”—gives me some degree of solace. My mistakes show that I am at least willing to make a...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and author Peter Drucker From an investment return standpoint, 2024 was virtually a replay of 2023. Specifically, the...
Too Much of a Good Thing in 2024—Or Riches Deserved?
It is possible to have too much of a good thing.” – Greek storyteller Aesop “Too much of a good thing can be wonderful.” – Actress and comedian Mae West A potential Santa Claus rally and post-election bounce that typically appears in the final two months of the...