April 4, 2018

SHI 4.4.18 Brevity is the Soul of Wit

  Unlike last week, this BLOG post will be brief.   I have to give credit where credit is due:  Shakespeare penned the title phrase, not me. […]
March 28, 2018

SHI 3.28.18 History Repeats

  Let me apologize right up front:  This is a lengthy BLOG post.   For this reason, I’m going to summarize my points below … and if […]
March 21, 2018

SHI 3.21.18 FED Day: Following the Script

  As expected, the FED raised its benchmark federal-funds rate by 25 basis points.  This is the 6th increase of 25 basis points since December 17, […]
March 14, 2018

SHI 3.14.18 Trump, Tariffs, and Trade

  Let’s deconstruct the issue.   Do trade deficits matter?  Trump and his advisor, Peter Navarro, believe the answer is a resounding yes. My opinion?   My answer […]