

State Of the Markets: Trumpanomics--- Part 1: Tax Reform
Here is my piece on Trump Tax Reform


Buy Regional Banks
Regional Banks Are Cheap Because They Are Fair The banking sector has surged since early November, up over 20% even after the sell off in...


Are US Equities Rich?
Not surprisingly, I have had numerus conversations with clients who have asked the question: “Are US equities overvalued, expensive,...


























