Monthly Archives: September 2016

The QE Premium

The QE Premium It has been eight years since the great financial crisis of 2008, and the Federal Reserve (Fed) is still maintaining an unprecedented level of accommodation in monetary policy. The Federal Funds rate has been pinned at or … Continue reading

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Diversify At Your Own Risk

  In “What Me Worry” we noted that the closely watched equity volatility index (VIX) was at a level of investor complacency rarely seen, not only in election years but over decades of market history. We also mentioned anxiety surrounding … Continue reading

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GDP – Even Less Than Meets the Eye

 The most common statistic used to measure the size and growth rate of a nation’s economy is Gross Domestic Product (GDP).  However, GDP as most commonly used can be a flawed measurement if one tries to infer that the size … Continue reading

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