09 Nov 2012

Posted at 15:48h in The Friday Brief by
The most debilitating shroud over the economy and likely for months to come remains that of uncertainty. The uncertainty regarding the direction of government policy has been largely answered with the elections, but huge questions remain regarding if and how the fiscal cliff of tax cuts and government spending will be addressed. Senator Bob Corker said "personally, I think the conditions are exactly perfect for us to move ahead with this right now." It is going to take the president being committed to doing this and sitting down and rolling up his sleeves and making it happen." We hope he's right.

27 Feb 2009

Posted at 14:09h in The Friday Brief by
Mr. Obama’s budget is out and the message for investors is as clear as any missive from Washington in a long time. Get the defense on the field and keep ‘em all well watered. . . they may be out there for a while!