Current Commentary

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Current Commentary 2018-07-02T10:43:19-07:00

TFA report to clients for quarter ending 9-30-19

Report to clients for the quarter ending September 30, 2019 To date in 2019 equities have turned in their best performance for U.S. stock markets since 1997, quite an amazing result given a drumbeat of market-threatening news: tariff wars, major damage to Saudi oil production and likely impeachment hearings in the House of Representatives. As this is written during the [...]

By | October 7th, 2019|Financial Commentary - Public|

From Economist Yardeni-The Great Inflation Delusion

I rarely insert work of another economist here, but the article below, from a source I’ve respected and followed for decades is profound. It attempts to elucidate our current global financial dilemma and the ominous inability of leading monetary authorities to deal with the situation. This moment does not yet appear to be a time for retreating into the unappealing [...]

By | August 24th, 2019|Financial Commentary - Public|

Chilling article by economist Edward Yardeni

This commentary by Edward Yardeni, a talented economist is chilling. I've followed Yardeni for over 30 years and my clients have benefited thereby. He, like me, is uncomfortable with the likelihood of an inappropriate Federal funds cut later this month. Totally unnecessary and will hurt the dollar and may ignite a bubble in credit, stocks and other assets. READ THE [...]

By | July 12th, 2019|Financial Commentary - Public|

Trusted Financial: Quarter end report: 6-30-19

Hooray for the Wall !! No, we’re not talking about the controversial wall along the southern US border proposed by the Trump administration. We’re talking about the legendary “Wall of Worry“ that is said to give the most traction to a bull market. With nearly all economists in a recent Wall Street Journal survey (some 50 people) predicting a slowing [...]

By | July 5th, 2019|Financial Commentary - Public|

First Quarter Report – 2019

As of 3/31/2019 Mirror Image We’ve just completed a very good three-month period for investors in liquid assets, one of the best quarters for equities in a decade and a healthy rebound for the bond market as well. This quarter was a mirror image of the prior quarter, which saw the markets briefly drop 20% before a recovery began. The [...]

By | April 11th, 2019|Financial Commentary - Public|