Taxing Into 2018

Wednesday, January 24th, 2018

Whatever the cause, the S&P and especially growth stocks are reaching new heights causing no shortage of concern among the talking heads in the investment world. Much of the chatter concerns President Trump and whether he’s responsible for the surge, will cause its demise or has little to do with it. Although sitting Presidents often […]

The Brave New Reality Show

Wednesday, April 19th, 2017

An entity previously known as THE DONALD is now President Trump, causing fear and trembling in many circles and jubilation in others.  There will likely be some pullback on both viewpoints in the next few years but it is worth noting that sales of George Orwell’s classic 1984 have skyrocketed.  On the investment sentiment front […]

Where is Jacob Schiff When We Really Need Him

Wednesday, April 19th, 2017

Jacob Schiff (1847-1920), a contemporary and banking rival of JP Morgan is a name that today does not draw much interest or recognition.  While there are multiple biographies of Morgan and other financiers such as Schiff’s in-laws, the Warburg’s, Schiff himself has largely been ignored. There are studies about his philanthropy, and he is discussed […]

Brexit and Beyond

Friday, September 9th, 2016

Following the surprising British vote on June 23 to leave the European Union, alarm bells sounded worldwide with dire warnings from investment experts such as George Soros and political pundits such as George Will saying that the world as we knew it was coming to an end. Yet after a short global market selloff the […]

Making The Nut

Thursday, September 17th, 2015

Many people in businesses ranging from finance to bicycle repair commonly use the term “making the nut” as a way to gauge how they are faring vis-à-vis the bottom line. Far fewer people, however, know the origin of the term. It dates from the 1500’s in England when vagabond theatrical troupes traveled around the countryside […]

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