Commentary

FEATURED COMMENTARY

Investment Outlook & Commentary
3rd Quarter, 2010 | Neil T. Rose, CFA, Chief Investment Officer

In addition to the deflationary Boogie Man, we're keeping a close eye on what should be big events: the final federal budget (that will define the tax code in 2011 and beyond) and the mid-term elections. We are also piecing together contingency plans. One of these plan (the one we hope we get to depoly) includes buying-up certain cheap equities should our concerns—especially regarding the D-word—start to fade.

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FEATURED ARTICLE

It's time to pay attention to the deflation 'elephant'
Pacific Business News | July 9, 2010

Debt accumulation can't last forever, nor can our ability to re-finance away our economic and debt-related troubles. The push in America for European-style fiscal policies including govenment expansion and income redistribution, while achieveing certain objectives, likely will curtail overall economic growth and, therefore, our ability to grow our way out of our debts (witness: permanently low economic growth and expanding debts in Europe and Japan).

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