WHY WE PLAN – PODCAST

WHY WE PLAN – BLOG

Slower Growth in Q3 – Wesbury’s Outlook

October 25th, 2021|0 Comments

Keynesianism can temporarily giveth, but ultimately always taketh away...and then some. When the US fell into the COVID crisis, the federal government went on a massive spending binge. Pre-COVID, in the twelve months through March 2020, federal outlays were $4.6 [...]

Focus on Data, Not Spin – Wesbury’s Outlook

October 11th, 2021|0 Comments

In 2009, after overly strict mark-to-market accounting rules were altered, we said the Financial Crisis was over. It was hard to get our voice heard, though, because both sides of the political aisle were busy saying the economy stunk. Political [...]

5000 – Wesbury’s Outlook

August 31st, 2021|0 Comments

We've been consistently bullish on stocks since 2009. This bullishness has paid off, although not every year; stocks fell in 2015 and 2018. But, since 2009, the market has rebounded from every correction. Why have we stayed bullish? Because our [...]

Capitalism vs. Socialism – Wesbury’s Outlook

August 16th, 2021|0 Comments

As we wrote last week, it's not possible to analyze the economy these days without focusing heavily on what government is doing. Between the Federal Reserve, fiscal policy, and COVID-related restrictions, little in our lives avoids governmental influences. The easiest [...]

Projecting Government – Wesbury’s Outlook

August 9th, 2021|0 Comments

In an ideal world, analysts and investors wouldn't have to spend much time, perhaps none at all, trying to manage around changes in government policy. In that world, government – be it in terms of spending, taxes, or regulation – [...]

Unsustainable – Wesbury’s Outlook

May 17th, 2021|0 Comments

The US economy is recovering rapidly from the COVID-19 disaster. The rollout of vaccines, the lifting of restrictions, loose monetary policy, and a massive increase in government spending are all playing their parts. The problem is that the massive government [...]