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So far R&A has created 103 blog entries.
12 04, 2019

What’s Really Important? – Michael Rogan

By |2019-04-13T10:53:16-04:00April 12th, 2019|Uncategorized|0 Comments

Often, new clients come to us mired in the minutiae of one or two aspects of their financial life but without having a good grasp of the big picture. This is partially a result of the media, be it advertising, pundits or articles, focusing on minutiae and not necessarily accurately. So we labor to refocus [...]

10 04, 2019

Wesbury’s Outlook – Economy on Very Solid Ground

By |2019-04-10T10:42:37-04:00April 10th, 2019|Bullish, Debt, Fed Reserve, Financial, Governments, Outlook, Policy|0 Comments

What a difference a month makes. Last month many economists had pushed down their estimates for first quarter economic growth to near zero. The Atlanta Fed's "GDP Now" model was projecting real GDP growth at a 0.2% annual rate in Q1, which would have been the slowest growth since the weather-related negative reading in the [...]

2 04, 2019

Wesbury’s Outlook – Don’t Cut Rates, Cut Spending

By |2019-04-02T14:23:45-04:00April 2nd, 2019|Financial, Interest Rates, Outlook, Spending|0 Comments

We've been "Comrades in Supply-side Arms" with Stephen Moore (now a Federal Reserve nominee) and Larry Kudlow (Administration Economist) for decades, with very few disagreements on economic policy. However, with both having called for a 50 basis point cut in short-term rates, we find ourselves in total disagreement with their conclusion. They both make supply-side [...]

26 03, 2019

Wesbury’s Outlook – The Wizard of Oz

By |2019-03-26T13:45:28-04:00March 26th, 2019|Financial, Governments, Media, Outlook, Policy|0 Comments

It feels like we are living in the Land of Oz and the Fed is the "all-powerful" wizard in control. From just about every significant group of thought leaders – the press, politicians, economists, analysts, and government officials – the narrative of the past twelve years has been all about government and nothing about the [...]

19 03, 2019

Wesbury’s Outlook – Buybacks Aren’t the Problem!

By |2019-03-19T12:10:12-04:00March 19th, 2019|Debt, Financial, Governments, Outlook, Policy|0 Comments

The environment on Capitol Hill has made populism a bipartisan affair, with Republican Senator Marco Rubio now joining the fray with a call to tax corporate stock buybacks. His argument? Corporations are buying back stock instead of making productive investments. He's not alone in arguing that weak investment is the reason the economy isn't growing [...]

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