Thoughts on the Markets

This summer will be an important time to give us clues regarding how the economic recovery will progress.  Two important two reasons, one, unemployment insurance payments will fall off and two, temporary stimulus measures will run off as well at the end of July. This is when we should see to what extent there will be re-hiring…

Year End Thoughts

By: Alan Lewis   Since my last writing in September much has happened, and therefore I would like to bring several subjects to everyone’s attention.  I will begin with what happened to the repo market and why it’s important.  Then, I will also touch on demographics and their importance for the economy and financial markets. …

July 2019 Macro Thoughts

Are global capitalism and free trade in decline?  This is the first question that comes to mind when I consider where we are today in terms of the global economy.  Since the Trump election, “America first” and similar nationalist paradigms have generated significant impact in economic considerations throughout the world.  What does this mean, and…