In this months report we will examine the challenges that face the world’s Central Bankers as they furiously work to solve problems of their own making. In doing so, investors are left hanging in the balance as the long-term and short-term fixes are diametrically opposed. The silver lining is that, if their actions of the [...]
In this month’s report we will discuss the implications of negative interest rates and the ability of Central Banks to stimulate a weakening economy and stock market. This question may be answered in coming weeks as there is consensus building in the economic community that the Fed is poised to initiate another round of Quantitative [...]
During the past several weeks market volatility has increased as well as a potential change in market leadership. As we make portfolio adjustments to align with these changes, we thought a brief update was in order.
In this month’s Consilience Market Notes we will discuss the challenges dealing with the market’s perception vs. reality when interpreting government statistics and a potential “Lehman moment” lurking on the horizon and the possible unexpected favorable ramifications as “bad news” continues to be viewed as ”good news” by investors. .