Hello Everyone, We hope you had a Happy Easter weekend, and are all safe, healthy, and finding new ways to stay sane and entertained. Now, more than ever, we are all in this together. I used the three day pause in the markets to catch my breath and ponder the events leading to this point, […]
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Good Afternoon Clients, Colleagues and Friends, I hope this letter finds you and your loved ones safe, healthy, and sane in these challenging times. As we all deal with the impact of this coronavirus, we see the markets react with extreme volatility. Many of you have inquired about the best timing and method to take […]
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Good Afternoon Clients, Colleagues and Friends, This morning the World Health Organization officially declared COVID-19 a global pandemic, as the coronavirus continues to spread throughout the world and the death toll mounts. Our last Client Update issued about a week ago, focused on the fear associated with the spread of the virus, the impact that […]
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CORONAVIRUS UPDATE 3/2/20 Good Afternoon Clients, Colleagues and Friends, As you are no doubt aware, last week was one of the worst weeks in the stock market’s history with the S&P 500 falling -11%, representing the largest one week drop since the global financial crisis in 2008. Today, Monday, the S&P rallied approximately 4.3% by market […]
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A View Into The Fed’s Inner-Sanctum I recently had the pleasure of sitting in on a discussion with former Federal Reserve Bank President from Philadelphia, Charles Plosser. Charles spent 10 years at the Fed, before terming off in 2016. We were hosted at a lovely home on University Avenue in Palo Alto. Charles’s visit was […]
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I was all set to write about the headwinds and tailwinds impacting the markets going forward, when up popped an economic number that made me double take. I typically create a mosaic of economic indicators for a sense of the economy’s future direction, but sometimes a particular number moves so much that requires focused thought […]
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