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So far R&A has created 126 blog entries.
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 [...]

20 02, 2019

Wesbury’s Outlook – How TARP and QE Led to the “Green New Deal”

By |2019-02-20T15:17:49-05:00February 20th, 2019|Financial, Governments, Outlook, Policy|0 Comments

The most important quote from the Financial Panic of 2008 came from President Bush: "I've abandoned free market principles to save the free market system." The quote came in defense of TARP, the $700 billion bailout of the banking system, which many still mistakenly believe prevented another Great Depression. Many also think Quantitative Easing, the [...]

15 02, 2019

A Learning Opportunity – Michael Rogan

By |2019-02-15T15:58:05-05:00February 15th, 2019|Uncategorized|0 Comments

Often, taking good advice is the most difficult at the time it’s most needed. This is certainly true of staying the course with your long-term investment strategy in the face of scary headlines. An additional challenge is that the opportunity to learn these lessons is spread out far enough that people tend to forget the [...]

11 02, 2019

Wesbury’s Outlook – Where’s the Recession?

By |2019-02-11T16:23:42-05:00February 11th, 2019|Fed Reserve, Interest Rates, Outlook, Policy, Spending|0 Comments

Whatever happened to the recession calls? Seems like just a few weeks ago that the correction in the stock market as well as the partial government shutdown had convinced many analysts and investors the US was about to enter a recession. Fortunately, the data haven't cooperated. Ten days ago we got the employment report for [...]

5 02, 2019

Wesbury’s Outlook – 2008 Myth and Reality

By |2019-02-05T17:34:51-05:00February 5th, 2019|Uncategorized|0 Comments

We've written about it over and over, and while many advisors seem to understand, the media, politicians, and many analysts don't...or won't. So, we thought we'd try again to explain why so many people don't understand the nearly ten-year long bull market in U.S. equity values. Conventional Wisdom places the blame for the 2008 Financial [...]

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