1. How meaningful are these ongoing tariff threats?

    April 9, 2018 Market volatility has obviously been ramping up as of late, with one of the catalysts being the announcement of various layers of tariffs by the U.S. administration. This rhetoric has been targeted at China, which has responded with a series of their own retaliatory tariffs.

  2. What should we make of the pullback in equities?

    February 12, 2018 As we discussed in our special note last week, pullbacks are a normal component in the cycle of any market, with a few steps forward-one-step back pattern being the tendency of stock investments for the past several centuries. Read our take on this matter.

  3. Now that the tax plan is finished, now what?

    December 26, 2017 The 1000+ page tax reform plan, the largest in decades, has been passed by both legislative chambers and signed into law. It moved surprisingly quickly, with initial debate about various components turning into a package that looked very much like the original submission.

  4. What to make of the rise in Bitcoin and other cryptocurrencies?

    December 18, 2017 It's impossible to speculate on the future prospects of Bitcoin or other cryptocurrencies that have been gaining significant ground in recent months. But it's important to remember the risks.