Tariffs or Consumption Tax?
February 10, 2025 4:00 pmTrump's tariffs act as a de facto consumption tax on foreign goods, upending free trade and forcing Congress to address economic challenges.
Archives
Tariffs – The Biggest Tax Grab Ever, E-V-E-R
February 1, 2025 4:00 pmLike Trump’s wall, the key question is who will pay for these tariffs and how does the impact trickle down to our investments?
Why Tariffs?
December 4, 2024 4:00 pmThere has been a lot of discussion about tariffs post-election, and a simple tweet caused the currency markets to erupt. So, if free trade has been so good for us, why are tariffs even on the table?
Back to School Special?
September 3, 2024 10:26 pmSchool is around the corner. Is the market in for a pleasant surprise?
Guiding Monetary Policy: Are the Reins too Tight?
August 23, 2024 1:09 pmIf fiscal policy is a tool for politicians who see approval from the electorate, then monetary policy is a tool that is designed to guide economic growth.
The Virtues of Volatility: Embracing Volatility as an Asset Class
August 7, 2024 5:50 pmSystematic strategies create opportunities for active managers. Many managers spend considerable time...
Cryptocurrencies as an Asset Class
July 29, 2024 4:00 pmIn a future form, digital currencies are likely to be backed by tangible assets. Fiat currencies were once backed by gold.
A Deep Dive on the FOMC Dot Plot
December 28, 2023 4:41 pmThe dot plot represents an assessment of the expected target for appropriate monetary policy over different time periods.