Category Archives: Main Page

Prohibition series offers perspective on present times

Posted on July 20, 2018 by Danielle Park

We recently watched the three-part Ken Burns PBS documentary “Prohibition” (available on Netflix) and found it a fascinating historical glimpse into how social norms and mores can dramatically shift.  The events are interesting context for our present time, when conceptions … Continue reading →

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ECRI: Stealth slowdown unfolding well before trade tariffs

Posted on July 19, 2018 by Danielle Park

While stock bulls talk up a “strengthening” economy, consumer spending growth (which drives 70% of GDP in America) has fallen to a 4 ¼-year low even before rising trade tariffs are noted in backward looking data. The below chart from … Continue reading →

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Must read: Hoisington Q2 2018 Review and Outlook

Posted on July 18, 2018 by Danielle Park

Hoisington Management’s latest Q2 2018 Review and Outlook is now available here. For those trying to anticipate cyclical and secular forces moving the world economy and markets today, this is a must read.  Succinct prose with 6 charts that speak … Continue reading →

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