Aristotle’s Thought for the Day

by Laura Ehrenberg-Chesler on November 17, 2017

in lifestyle

“The only way to avoid criticism:
Do Nothing
Say Nothing
Be Nothing”


Business Confidence Continues to Drive Manufacturing Gains

by Marilou Long on November 14, 2017 in Economic Indicators

While most of the media is focused on Congress’ push for tax reform, businesses across the U.S. are steadily increasing business investment.  From the linked WSJ article: Also, business investment has risen, a sign companies are spending to increase productivity. In the first quarter, investment in plants climbed a seasonally adjusted annual rate of 14.8%, […]

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Economic Update

by Laura Ehrenberg-Chesler on November 3, 2017 in Economic Indicators

We received economic data this morning including employment and wage growth numbers. These are interesting and important for gauging the progress of the economy. Here is a summary from Business Insider: “The US economy added 261,000 nonfarm payrolls in October, rebounding after a steep decline in September that was caused by the hurricanes. The median […]

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Corporate Tax Reform

by Laura Ehrenberg-Chesler on November 1, 2017 in Investment Strategies

I recently read a very good article in Fortune’s online publication about why corporate tax reform is so important. The author of the article uses Apple as an example. The following is the short introduction to the author’s six part guide to the taxation of multinationals. The entire article is well worth reading. “Surprisingly, the […]

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by Laura Ehrenberg-Chesler on October 20, 2017 in Tribute

For those of you who missed Chief of Staff John Kelly addressing reporters yesterday, describing the process of notifying families of fallen soldiers: “A casualty officer typically goes to the home very early in the morning and waits for the first lights to come on. And then he knocks on the door; typically a mom […]

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Ed Yardeni Warns on Chinese Debt

by Marilou Long on October 17, 2017 in Debt

We wrote in our quarter end letter about strong global growth as one of the factors driving the market higher.  Today’s Morning Brief from Yardeni Research makes some interesting observations:   Global Economy: Hooked on Central Bank Money. Joe and I have some good news and some bad news. The good news is that the […]

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China Inefficiencies

by Laura Ehrenberg-Chesler on October 12, 2017 in capitalism

There was a fascinating article in today’s WSJ. The title of the article read “China’s Next Five Years – Squeezing the People to Feed the State”. One of the most stark comparisons about the difference between free enterprise/ private sector capitalism and State controlled businesses was the one made between PetroChina and ExxonMobile. “PetroChina – […]

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QE Shifts to QT

by Marilou Long on September 21, 2017 in Banks

During the financial crisis, the Federal Reserve invested trillions of dollars in credit assets in order to keep markets and the economy from collapsing in a process known as quantitative easing, or QE.  The Fed announced yesterday that it would start to withdraw that support, and market participants have already started calling it QT, or […]

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Facebook Advertising

by Laura Ehrenberg-Chesler on September 15, 2017 in politics

With all the uproar over inclusion and sensitivity these days, I find it remarkable that Facebook, whose CEO Mark Zuckerberg had spoken out loudly about these issues, would enable Jew haters to advertise to their audience freely and easily. It shows a complete lack of concern about the very issues Facebook says it cares most […]

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U.S. Dept. of Energy Infrastructure & Energy Restoration Report

by Marilou Long on August 30, 2017 in Energy

Here is the link to this morning’s report on the damage to infrastructure and energy facilities across Texas and Louisiana.

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