• Research Piece

    Insurance is something everyone uses but few people think of as a strong investment opportunity. In this whitepaper we illustrate the key differences and pros/cons …
  • 2020 Q2

    We now know second-quarter GDP contracted over 30%. In retrospect, the sharp rally in equities that took place seems incredible. In our Q2 commentary we …
  • 2020 Q1

    Coronavirus Pandemic: These are uncharted waters for all of us. The COVID-19 virus pandemic is first and foremost a health crisis with associated economic and …
  • Join Us – Feb 25

    Join us on Tuesday, February 25th @ 2pm ET as we discuss our views on potential drivers of volatility and factors that could lead to unexpected acceleration …
  • 2019 Q4

    An Inflation Discussion: “Economic medicine that was previously meted out by the cupful has recently been dispensed by the barrel. These once-unthinkable dosages will almost …
  • 2019 Q3

    A Discussion of the U.S. Debt Situation: “Debt, we’ve learned, is the match that lights the fire of every crisis. Every crisis has its own …