About R&A

This author has not yet filled in any details.
So far R&A has created 94 blog entries.
21 12, 2018

A Whole Lotta Noise – Michael Rogan

By |2018-12-21T18:08:54-04:00December 21st, 2018|Uncategorized|0 Comments

As we head into the last weekend before Christmas, the news outlets are busy trying to distract us from what should be a joyous time with fabricated stories of impending doom and gloom. Once again we would like to be your antidote to misinformation. For the last 40 years, the US stock market has averaged [...]

4 12, 2018

Wesbury’s Outlook – Scapegoating Powell

By |2018-12-04T14:43:15-04:00December 4th, 2018|Uncategorized|0 Comments

New Narrative Alert: Fed Chief Jerome Powell is to blame for the volatility in stocks. Back on October 3rd, with stock markets near their record highs, Powell said "we're a long way from neutral." That was not long after the Fed had moved the federal funds rate to a range of 2.00% to 2.25%, so [...]

27 11, 2018

Wesbury’s Outlook – Consumers Stay Strong

By |2018-11-27T12:49:34-04:00November 27th, 2018|Uncategorized|0 Comments

It's that time of the year again. Holiday sales data show surging online sales while foot traffic at brick and mortar stores remains tepid. If you have a sense of déjà vu, it's because you heard the same stories last year. Black Friday had a 23.6% increase in online sales this year, according to Adobe [...]

21 11, 2018

Wesbury’s Outlook -“Fading” Fiscal Stimulus; Really?

By |2018-11-21T00:08:21-04:00November 21st, 2018|Uncategorized|0 Comments

Fed Chair Jerome Powell and others have started a new narrative about economic "headwinds." They think past rate hikes, slower foreign growth, and "fading fiscal stimulus" should slow the Fed's rate hikes. But is fiscal stimulus really fading? Powell and others think the growth benefits of both the 2018 tax cuts and increased federal spending [...]

6 11, 2018

Wesbury’s Outlook – The Plentiful Job Market

By |2018-11-06T09:50:39-04:00November 6th, 2018|Uncategorized|0 Comments

Growth is determined by a perpetual tug-of-war between entrepreneurship and government redistribution. When President Obama was in office, we believed incredible technological innovation would allow for economic growth in spite of Obamacare, greater redistribution, higher taxes and increased regulatory burdens. We thought it would be a Plow Horse Economy, and that things would get better [...]

29 10, 2018

Adam Lucke – October Market Scaries

By |2018-10-28T11:33:50-04:00October 29th, 2018|Financial, Uncategorized|0 Comments

October Market Scaries As most of you know, we’ve advocated for many years that you not pay attention to the daily drivel of the financial media but rather focus on more important things like your family and friends. For the hundreds of you who have experienced the benefit of following that advice, read no further [...]

25 10, 2018

Wesbury- Stocks Are Still Cheap

By |2018-10-25T16:51:02-04:00October 25th, 2018|Uncategorized|0 Comments

Conventional wisdom says the stock market rally is over. We wholeheartedly disagree. These doomsayers are focused on three specific things they claim spell the end: 1) the Fed lifting rates, 2) trade wars, and 3) the midterm elections. So let's break down the issues, one by one, and show why fears are overblown. Tune out [...]

Load More Posts