15 02, 2019

A Learning Opportunity – Michael Rogan

By |2019-02-15T15:58:05-04:00February 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 [...]

5 02, 2019

Wesbury’s Outlook – 2008 Myth and Reality

By |2019-02-05T17:34:51-04:00February 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 [...]

30 01, 2019

Brian Wesbury – Patient Powell

By |2019-01-30T17:37:58-04:00January 30th, 2019|Uncategorized|0 Comments

The Doves won the day at the Federal Reserve today, which noted continued solid economic performance but removed longstanding language that further gradual increases will be warranted, and instead highlighted global developments – both economic and financial - and a moderation in inflation as reasons the Fed will be "patient" in determining the pace of [...]

30 01, 2019

Wesbury’s Outlook – Don’t Obsess About the Fed

By |2019-01-30T16:47:10-04:00January 30th, 2019|Debt, Fed Reserve, Financial, Governments, Interest Rates, Outlook, Policy, Spending, Uncategorized|0 Comments

When it comes to monetary policy, one thing looks certain for 2019 - journalists, pundits, investors, and analysts will pay it way more attention than it deserves. The spotlight is currently on Wednesday, when the Federal Reserve will issue their first statement of the new year. The consensus expects no changes in rates, and we [...]

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 [...]

Load More Posts