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Latest Blog Entry
What Would You Own If You Could Manipulate Markets?

Sept. 2, 2014
That is not a rhetorical question. Alas, there are those who can indeed manipulate financial markets at the stroke of a pen, the mention of a brief comment, or the utterance of a sigh.

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Featured Post When the Music Stops…
July 15, 2014
The Fed’s balance sheet now stands at over $4 trillion. And, although it has reduced its Treasury and Agency MBS purchases slowly over the last year, we must remember it still was buying.

Previous Blog Entries

   Inverting the Logic on Inversions
   July 9, 2014
   Why tax inversions – the practice of a US company merging into a non-US
   company to lower/avoid income taxes – could ultimately produce different,
   better results for the economy.

   Which Strategic Asset Allocation Model is Best?
   October 21, 2013
   We have all heard that choosing the asset allocation for your insurer will
   basically define your investment results. In other words, strategic asset
   allocation explains about 90% of the variance in performance.

   Tactical asset allocation can add value, but is difficult to achieve.

   Hank at the Brink...Again and Again
   September 24, 2013
   “I didn’t have to have long debates with President Bush
   about how bad the harm to the economy would be if the financial
   system went down. He had a good feel and he understood markets.”