Non-US groups reaped fruits of Bush tax cuts

 

9.16.10

Non-US groups reaped fruits of Bush tax cuts

Continuation of the Bush tax cuts has been the subject of much discussion in US political and economic circles. Those on the right object to most forms of increasing government revenue, while the left wants to narrow disparities of income and wealth.

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The Bush Tax Cuts: Investment Implications

 

8.19.10

The Bush Tax Cuts: Investment Implications

There has been considerable discussion recently regarding the continuation of the Bush tax cuts. Much of that discussion seems to be based on philosophical differences, not on economic facts.

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Mid-Year Review

 

7.2.10

Mid-Year Review

Last December, we issued our 10 predictions for 2010. As it is now mid-year, it’s time to review those predictions and see how they have fared so far.

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The US is Cheap

 

8.10.10

The US is Cheap

The US stock market is cheap. That doesn’t mean that a sustainable bull market is at hand, but the US appears to us to be quite undervalued when viewed in isolation, and fairly valued when compared to global markets.

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Muni Metamorphosis

 

6.14.10

Muni Metamorphosis

We have pointed out for many years that fewer and fewer asset classes provide diversification to an equity portfolio. Now, it appears as though the already short list of diversifying asset classes has lost another member: municipal bonds.

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