2017 Inauguration Edition

“If six turned out to be nine, I don’t mind…”

Jimi Hendrix wrote this song fifty years ago, at a time when the United States, if not the world, was being turned upside down. As I watched Donald J. Trump being inaugurated as the 45th President of the United States, I couldn’t help but see many similarities between 1967 and today. Factionalism, racism, protests, unpopular skirmishes abroad, division, feelings of being left behind. The list could be expanded exponentially, but the parallels are striking.

To lend a bit of much needed humor to Friday’s affair, here’s what I learned:

President Trump’s first executive order should have been mandating dance lessons for Vice…

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January 2017 Market Letter

“What the hell we supposed to do, you moron?” – the late Doug Kenney, as Stork in “Animal House”

I hope that you have been enjoying the holiday season. It’s always nice to take a break from work (unless you’re in retail) and reflect on the past year. At the same time, we look forward to what the new year will bring. Obviously, we’re in for some serious change, beginning on 20 January when Donald J. Trump is inaugurated as President of the United States. We mentioned last month that Trump already has begun to walk back on many of the promises that he made during the campaign. We now…

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December 2016 Market Letter

“Who are you? Who, who, who, who? Who are you? Who, who, who, who?… I really wanna know… who, who, who, who? Tell me, who are you? … ‘Cause I really wanna know.”

The Who (of course) released this song in 1978, and it hit #2 on the American charts. We’re only three plus weeks into the Trump President-Elect cycle, and the lyrics seem appropriate. Donald J. Trump’s campaign consisted of bombast, bigotry, and blatant falsehoods. He vowed to repeal the Affordable Care Act, build a wall on our southern border that the Mexican government would pay for, deport millions of immigrants, and enact a ban on Muslims entering the…

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November 2016 Election Edition Newsletter

“Yond Cassius has a lean and hungry look”. This quote from William Shakespeare’s Julius Caesar might be an appropriate one for yesterday’s election results. So might the adage “Be careful what you wish for”. In Shakespeare’s case, Caesar meant that Cassius looked dangerously dissatisfied, as if he were starved for power. Donald Trump doesn’t appear to be either lean or hungry, but we can understand the quote nonetheless. As far as being careful what we wish for, I guess that we’ll just see what happens in the months and years to come.

Let’s attempt to put some things into perspective. Trump’s victory is nothing short of a mandate. He won…

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