As the global recovery kicks into gear, there are signs of shortages and delays causing pricing..

Macro Strategies, Commodities, Reflation

The market seems sensitive currently to news about inflation and growth. We are entering a period..

Macro Strategies, The Fed, Reflation

Congress has moved fast on a fiscal stimulus package. This surprised me in some ways. In my last..

Macro Strategies

For months now, US political watchers have been focused on the first week of January 2021. It was..

Macro Strategies, Election

We’ve gone without a lot of things in 2020. Surprises aren’t one of them. After ten months of..

Macro Strategies, Election

Absentee voting by mail is not new. What’s new is the global pandemic. There was a trend toward..

Macro Strategies, Election