Monthly Archives: May 2016

Mind the Gap

Mind the Gap   Since October 1, 2011, the S&P 500 has risen 82% on the heels of strong earnings growth. Let’s start over. Since October 1, 2011, the S&P 500 has risen 82% on the heels of a 0.75% … Continue reading

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16 Months and Counting

In his 2016 State of the Union Address, President Barack Obama accused those claiming the American economy is in decline of “peddling fiction”. Few economic prognosticators have actually stated that the U.S. economy is in decline. However, many including ourselves … Continue reading

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Update – Agriculture, An Alternative Asset Worth Harvesting

This note provides an update to the article “Agriculture, An Alternative Asset Worth Harvesting” which we published on February 22, 2016. In it we stated: “The possible transition from a record breaking El Nino to a La Nina pattern may … Continue reading

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