Happy New Year! Hopefully, you’ve been enjoying the past articles on the economy and stock market valuations as we head in 2020, and have found some insights valuable. This will be the fourth article in our 5-part series. If you missed any of the last three articles, you can read them here:  2020 Economic Forecast –...

In the last two sections of our economic analysis, we covered several of the key fundamental drivers of the economy and the direction of these “tides.” If you missed either of the last two articles, you can read them here:  2020 Economic Forecast – Economy (Part 1)2020 Economic Forecast – Economy (Part 2) In Part 3...

Last week we shared Part 1 of our analysis of the current state of the U.S. Economy. We covered our approach to understanding economic “tides”, U.S. Employment and Household Income, and Consumer & Business Sentiment. If you missed last week’s analysis, you can read it here: 2020 Economic Forecast – Economy (Part 1) In Part 2 of...

Recently, we have been frequently asked by investors about our perspective on the economy as we head into 2020. Are we heading into a recession? When will this happen? Will it be as bad as 2008? Obviously, this is something on the forefront of investor’s minds. But, it’s also hard to give a succinct answer....