Is The Economic Cycle Shifting?

David, Brandon & Brian Wesbury- First Trust Event Is The Economic Cycle Shifting? I believe that the most pressing concern on the minds of my clients at the present time is inflation, and the evidence that is beginning to suggest a slowing of economic activity. On...

Economic Update: Is Stagflation Back?

Economic Update: Is Stagflation Back? As you know, we have been discussing the potential for economic softness since the beginning of the year.  Recently, we’ve reviewed many individual metrics that are beginning to show a correlation that reflects the weakness...

Potential Evidence of Economic Deceleration

Potential Evidence of Economic Deceleration We constantly monitor changes in many economic metrics so that we might better understand trends, and this improves our ability to manage investment portfolios to the objectives of our clients.  While today’s commentary...

Investing In A Biden Era Economy Part Two

Investing In A Biden Era Economy-Part Two As Seen In The Tribune February 12, 2021 A few weeks ago, we published an article containing a high-level overview of investment opportunities under the new Administration. As a continuation of that theme, I wanted to offer...